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DAVIDSON INVESTMENT ADVISORS: STZ position timeline

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

DAVIDSON INVESTMENT ADVISORS held 115,584 STZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,584 shares
    Change vs previous 13F -7,833 shares

    0.66% of the 13F portfolio, value $16,076,602.

    13F-HR 0001140771-26-000005 filed by DAVIDSON INVESTMENT ADVISORS
    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/A 123,417 shares
    Change vs previous 13F +6,534 shares

    0.8% of the 13F portfolio, value $18,512,504.

    13F-HR/A 0001140771-26-000004 filed by DAVIDSON INVESTMENT ADVISORS
    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 116,883 shares
    Change vs previous 13F +2,722 shares

    0.67% of the 13F portfolio, value $16,125,136.

    13F-HR 0001140771-26-000001 filed by DAVIDSON INVESTMENT ADVISORS
    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 114,161 shares
    Change vs previous 13F -6,912 shares

    0.65% of the 13F portfolio, value $15,374,021.

    13F-HR 0001140771-25-000008 filed by DAVIDSON INVESTMENT ADVISORS
    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 121,073 shares
    Change vs previous 13F +29,652 shares

    0.89% of the 13F portfolio, value $19,696,106.

    13F-HR 0001140771-25-000002 filed by DAVIDSON INVESTMENT ADVISORS
    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 91,421 shares
    Change vs previous 13F +4,424 shares

    0.83% of the 13F portfolio, value $16,777,526.

    13F-HR 0001140771-25-000001 filed by DAVIDSON INVESTMENT ADVISORS
    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 86,997 shares
    Change vs previous 13F -756 shares

    0.93% of the 13F portfolio, value $19,226,269.

    13F-HR 0001080107-25-000002 filed by DAVIDSON INVESTMENT ADVISORS
    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 87,753 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $22,612,991.

    13F-HR 0001140771-24-000009 filed by DAVIDSON INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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