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MATRIX ASSET ADVISORS INC/NY: STZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on STZ, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 90,009 STZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 90,009 shares
    Change vs previous 13F +15,732 shares

    0.84% of the 13F portfolio, value $10,176,418.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 74,277 shares
    Change vs previous 13F +27,997 shares

    0.84% of the 13F portfolio, value $10,331,188.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 46,280 shares
    Change vs previous 13F +868 shares

    0.64% of the 13F portfolio, value $6,942,000.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 45,412 shares
    Change vs previous 13F +6,534 shares

    0.56% of the 13F portfolio, value $6,265,040.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 38,878 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,235,700.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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