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Disclosery

LPL Financial LLC: STZ position timeline

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

LPL Financial LLC held 127,162 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,162 shares
    Change vs previous 13F -18,186 shares

    <0.01% of the 13F portfolio, value $17,687,032.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 145,348 shares
    Change vs previous 13F -11,222 shares

    0.01% of the 13F portfolio, value $21,802,126.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 156,570 shares
    Change vs previous 13F +4,738 shares

    0.01% of the 13F portfolio, value $21,600,444.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 151,832 shares
    Change vs previous 13F +19,620 shares

    0.01% of the 13F portfolio, value $20,447,105.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 132,212 shares
    Change vs previous 13F +1,266 shares

    0.01% of the 13F portfolio, value $21,508,209.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 130,946 shares
    Change vs previous 13F -5,912 shares

    0.01% of the 13F portfolio, value $24,031,167.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 136,858 shares
    Change vs previous 13F +12,398 shares

    0.01% of the 13F portfolio, value $30,245,653.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 124,460 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,072,141.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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