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Disclosery

Grassi Investment Management: STZ position timeline

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

Grassi Investment Management held 39,589 STZ shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 39,589 shares
    Change vs previous 13F -1,400 shares

    0.51% of the 13F portfolio, value $6,440,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 40,989 shares
    Change vs previous 13F -4,865 shares

    0.7% of the 13F portfolio, value $7,522,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 45,854 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $10,134,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 45,854 shares
    Change vs previous 13F -1,200 shares

    1.02% of the 13F portfolio, value $11,816,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 47,054 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $12,106,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 47,054 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $12,787,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 47,054 shares
    Change vs previous 13F -100 shares

    1.19% of the 13F portfolio, value $11,375,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 47,154 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $11,851,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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