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Disclosery

CORDA Investment Management, LLC.: STZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CORDA Investment Management, LLC. on STZ, newest first. How the timeline and the estimate are built.

CORDA Investment Management, LLC. held 140,999 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,999 shares
    Change vs previous 13F +949 shares

    1.2% of the 13F portfolio, value $19,611,551.

    13F-HR 0001545812-26-000005 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 140,050 shares
    Change vs previous 13F +15,694 shares

    1.45% of the 13F portfolio, value $21,007,500.

    13F-HR 0001545812-26-000003 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 124,356 shares
    Change vs previous 13F -8,836 shares

    1.25% of the 13F portfolio, value $17,156,154.

    13F-HR 0001545812-26-000002 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 133,192 shares
    Change vs previous 13F +4,891 shares

    1.26% of the 13F portfolio, value $17,936,967.

    13F-HR 0001545812-25-000007 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 128,301 shares
    Change vs previous 13F +3,954 shares

    1.54% of the 13F portfolio, value $20,872,007.

    13F-HR 0001545812-25-000006 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 124,347 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $22,820,161.

    13F-HR 0001545812-25-000004 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).