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Disclosery

HB Wealth Management, LLC: STZ position timeline

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

HB Wealth Management, LLC held 10,052 STZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,052 shares
    Change vs previous 13F -743 shares

    0.01% of the 13F portfolio, value $1,398,134.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    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 10,795 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $1,619,333.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    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 10,723 shares
    Change vs previous 13F -1,976 shares

    0.01% of the 13F portfolio, value $1,479,452.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,699 shares
    Change vs previous 13F -634 shares

    0.01% of the 13F portfolio, value $1,710,189.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,333 shares
    Change vs previous 13F +655 shares

    0.02% of the 13F portfolio, value $2,169,078.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,678 shares
    Change vs previous 13F +7,416 shares

    0.02% of the 13F portfolio, value $2,326,811.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    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 5,262 shares
    Change vs previous 13F +1,028 shares

    0.01% of the 13F portfolio, value $1,162,853.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,234 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,091,308.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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