MISSION WEALTH MANAGEMENT, LP: STZ position timeline

MISSION WEALTH MANAGEMENT, LP held 2,969 STZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,969 shares

   Change vs previous 13F +2,969 shares

   0.01% of the 13F portfolio, value $412,969.

   13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -2,733 shares

   13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 2,733 shares

   Change vs previous 13F +2,733 shares

   0.01% of the 13F portfolio, value $376,984.

   13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -924 shares

   13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 924 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $204,204.

   13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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