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Disclosery

HoyleCohen, LLC: STZ position timeline

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

HoyleCohen, LLC held 13,489 STZ shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 13,489 shares
    Change vs previous 13F -328 shares

    0.26% of the 13F portfolio, value $3,470,565.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 13,817 shares
    Change vs previous 13F +44 shares

    0.29% of the 13F portfolio, value $3,754,915.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 13,773 shares
    Change vs previous 13F +505 shares

    0.27% of the 13F portfolio, value $3,329,537.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 13,268 shares
    Change vs previous 13F -243 shares

    0.31% of the 13F portfolio, value $3,334,708.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 13,511 shares
    Change vs previous 13F -929 shares

    0.29% of the 13F portfolio, value $3,325,433.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 14,440 shares
    Change vs previous 13F -153 shares

    0.3% of the 13F portfolio, value $3,261,960.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 14,593 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,381,952.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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