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HERITAGE INVESTORS MANAGEMENT CORP: STZ position timeline

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

HERITAGE INVESTORS MANAGEMENT CORP held 116,903 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,903 shares
    Change vs previous 13F -3,546 shares

    0.45% of the 13F portfolio, value $16,260,000.

    13F-HR 0000937589-26-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 120,449 shares
    Change vs previous 13F -1,820 shares

    0.55% of the 13F portfolio, value $18,067,000.

    13F-HR 0000937589-26-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 122,269 shares
    Change vs previous 13F -27,542 shares

    0.49% of the 13F portfolio, value $16,868,000.

    13F-HR 0000937589-26-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 149,811 shares
    Change vs previous 13F +2,984 shares

    0.6% of the 13F portfolio, value $20,175,000.

    13F-HR 0000937589-25-000006 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 146,827 shares
    Change vs previous 13F +8,613 shares

    0.76% of the 13F portfolio, value $23,886,000.

    13F-HR 0000937589-25-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 138,214 shares
    Change vs previous 13F +9,898 shares

    0.87% of the 13F portfolio, value $25,365,000.

    13F-HR 0000937589-25-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 128,316 shares
    Change vs previous 13F +9,218 shares

    0.92% of the 13F portfolio, value $28,358,000.

    13F-HR 0000937589-25-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 119,098 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $30,690,000.

    13F-HR 0000937589-24-000004 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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