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Disclosery

Ellevest, Inc.: STZ position timeline

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

Ellevest, Inc. held 1,850 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,850 shares
    Change vs previous 13F -277 shares

    0.03% of the 13F portfolio, value $259,773.

    13F-HR 0001644128-26-000007 filed by Ellevest, Inc.
    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 2,127 shares
    Change vs previous 13F -335 shares

    0.04% of the 13F portfolio, value $319,050.

    13F-HR 0001644128-26-000002 filed by Ellevest, Inc.
    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 2,462 shares
    Change vs previous 13F +421 shares

    0.05% of the 13F portfolio, value $339,658.

    13F-HR 0001644128-26-000001 filed by Ellevest, Inc.
    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 2,041 shares
    Change vs previous 13F +180 shares

    0.04% of the 13F portfolio, value $274,861.

    13F-HR 0001172661-25-005124 filed by Ellevest, Inc.
    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 1,861 shares
    Change vs previous 13F -335 shares

    0.05% of the 13F portfolio, value $302,747.

    13F-HR 0001172661-25-002885 filed by Ellevest, Inc.
    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 2,196 shares
    Change vs previous 13F +641 shares

    0.03% of the 13F portfolio, value $403,010.

    13F-HR 0001172661-25-001820 filed by Ellevest, Inc.
    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 1,555 shares
    Change vs previous 13F -228 shares

    0.02% of the 13F portfolio, value $343,655.

    13F-HR 0001172661-25-001068 filed by Ellevest, Inc.
    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 1,783 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $459,461.

    13F-HR 0001172661-24-004594 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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