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Cresset Asset Management, LLC: STZ position timeline

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

Cresset Asset Management, LLC held 56,758 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,758 shares
    Change vs previous 13F +16,472 shares

    0.03% of the 13F portfolio, value $7,894,474.

    13F-HR 0001172661-26-003461 filed by Cresset Asset 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 40,286 shares
    Change vs previous 13F -2,126 shares

    0.03% of the 13F portfolio, value $6,042,910.

    13F-HR 0001172661-26-002185 filed by Cresset Asset 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 42,412 shares
    Change vs previous 13F +39,130 shares

    0.02% of the 13F portfolio, value $5,851,206.

    13F-HR 0001172661-26-001073 filed by Cresset Asset 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/A 3,282 shares
    Change vs previous 13F -45,138 shares

    <0.01% of the 13F portfolio, value $441,928.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset 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/A 48,420 shares
    Change vs previous 13F -3,281 shares

    0.04% of the 13F portfolio, value $7,876,885.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset 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 51,701 shares
    Change vs previous 13F +45,939 shares

    0.05% of the 13F portfolio, value $9,488,153.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,762 shares
    Change vs previous 13F -10,073 shares

    0.01% of the 13F portfolio, value $1,273,412.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,835 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,080,465.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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