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Disclosery

Douglas Lane & Associates, LLC: STZ position timeline

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

Douglas Lane & Associates, LLC held 7,654 STZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,654 shares
    Change vs previous 13F -1,002 shares

    0.01% of the 13F portfolio, value $865,324.

    13F-HR 0001672594-26-000004 filed by Douglas Lane & Associates, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,656 shares
    Change vs previous 13F -555 shares

    0.02% of the 13F portfolio, value $1,203,917.

    13F-HR 0001672594-26-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,211 shares
    Change vs previous 13F -1,080 shares

    0.02% of the 13F portfolio, value $1,381,600.

    13F-HR 0001672594-26-000002 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,291 shares
    Change vs previous 13F -19,968 shares

    0.02% of the 13F portfolio, value $1,419,746.

    13F-HR 0001672594-26-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,259 shares
    Change vs previous 13F -67,180 shares

    0.06% of the 13F portfolio, value $4,074,935.

    13F-HR 0001672594-25-000006 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 97,439 shares
    Change vs previous 13F -42,183 shares

    0.23% of the 13F portfolio, value $15,851,377.

    13F-HR 0001672594-25-000005 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 139,622 shares
    Change vs previous 13F -19,061 shares

    0.38% of the 13F portfolio, value $25,623,367.

    13F-HR 0001672594-25-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 158,683 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $35,068,934.

    13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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