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Disclosery

FMA ADVISORY INC: STZ position timeline

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

FMA ADVISORY INC held 8,183 STZ shares at 2021-09-30 per its 13F-HR filed 2021-11-15.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 8,183 shares
    Change vs previous 13F -1,306 shares

    0.64% of the 13F portfolio, value $1,724,000.

    13F-HR 0001221073-21-000118 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 9,489 shares
    Change vs previous 13F -27 shares

    0.82% of the 13F portfolio, value $2,219,000.

    13F-HR 0001221073-21-000097 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 9,516 shares
    Change vs previous 13F -106 shares

    0.67% of the 13F portfolio, value $2,170,000.

    13F-HR 0001221073-21-000052 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 9,622 shares
    Change vs previous 13F +76 shares

    0.7% of the 13F portfolio, value $2,108,000.

    13F-HR 0001221073-21-000041 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 9,546 shares
    Change vs previous 13F -251 shares

    0.72% of the 13F portfolio, value $1,809,000.

    13F-HR 0001221073-21-000040 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 9,797 shares
    Change vs previous 13F +188 shares

    0.77% of the 13F portfolio, value $1,714,000.

    13F-HR 0001221073-21-000039 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 9,609 shares
    Change vs previous 13F -563 shares

    0.75% of the 13F portfolio, value $1,378,000.

    13F-HR 0001221073-21-000038 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 10,172 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,930,000.

    13F-HR 0001221073-21-000037 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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