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Disclosery

D.A. DAVIDSON & CO.: STZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on STZ, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 29,103 STZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,103 shares
    Change vs previous 13F -178 shares

    0.02% of the 13F portfolio, value $4,048,074.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 29,281 shares
    Change vs previous 13F -12,614 shares

    0.03% of the 13F portfolio, value $4,392,254.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 41,895 shares
    Change vs previous 13F -3,285 shares

    0.04% of the 13F portfolio, value $5,779,966.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 45,180 shares
    Change vs previous 13F -4,634 shares

    0.04% of the 13F portfolio, value $6,084,479.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 49,814 shares
    Change vs previous 13F -633 shares

    0.06% of the 13F portfolio, value $8,103,812.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 50,447 shares
    Change vs previous 13F -7,212 shares

    0.07% of the 13F portfolio, value $9,258,052.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 57,659 shares
    Change vs previous 13F +572 shares

    0.1% of the 13F portfolio, value $12,742,672.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 57,087 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $14,710,926.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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