JANICZEK WEALTH MANAGEMENT, LLC: STZ position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 355 STZ shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

period ended2024-06-30
13F 355 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $91,335.
13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 355 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $96,475.
13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 355 shares
Change vs previous 13F -125 shares
0.02% of the 13F portfolio, value $85,822.
13F-HR 0001598561-24-000002 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 480 shares
Change vs previous 13F +462 shares
0.03% of the 13F portfolio, value $120,639.
13F-HR 0001598561-23-000005 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2023-10-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 18 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $4,431.
13F-HR 0001598561-23-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2023-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).