Skip to content
Disclosery

Monterey Private Wealth, Inc.: SBUX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monterey Private Wealth, Inc. on SBUX, newest first. How the timeline and the estimate are built.

Monterey Private Wealth, Inc. held 3,242 SBUX shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,242 shares
    Change vs previous 13F -1,280 shares

    0.09% of the 13F portfolio, value $317,972.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 4,522 shares
    Change vs previous 13F +1,420 shares

    0.14% of the 13F portfolio, value $412,648.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 3,102 shares
    Change vs previous 13F -416 shares

    0.1% of the 13F portfolio, value $302,442.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 3,518 shares
    Change vs previous 13F +423 shares

    0.1% of the 13F portfolio, value $273,876.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 3,095 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $282,876.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 3,081 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $295,807.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 3,079 shares
    Change vs previous 13F -288 shares

    0.14% of the 13F portfolio, value $281,012.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 3,367 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $333,577.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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