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Narwhal Capital Management: STZ position timeline

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

Narwhal Capital Management held 22,214 STZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,214 shares
    Change vs previous 13F +2,450 shares

    0.21% of the 13F portfolio, value $3,089,745.

    13F-HR 0001461287-26-000003 filed by Narwhal Capital Management
    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 19,764 shares
    Change vs previous 13F +13,942 shares

    0.22% of the 13F portfolio, value $2,964,600.

    13F-HR 0001461287-26-000002 filed by Narwhal Capital Management
    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 5,822 shares
    Change vs previous 13F -14,384 shares

    0.06% of the 13F portfolio, value $803,203.

    13F-HR 0001461287-26-000001 filed by Narwhal Capital Management
    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 20,206 shares
    Change vs previous 13F -6,626 shares

    0.2% of the 13F portfolio, value $2,721,142.

    13F-HR 0001461287-25-000005 filed by Narwhal Capital Management
    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 26,832 shares
    Change vs previous 13F -4,212 shares

    0.35% of the 13F portfolio, value $4,365,030.

    13F-HR 0001085146-25-004109 filed by Narwhal Capital Management
    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 31,044 shares
    Change vs previous 13F +164 shares

    0.51% of the 13F portfolio, value $5,697,195.

    13F-HR 0001085146-25-002254 filed by Narwhal Capital Management
    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 30,880 shares
    Change vs previous 13F -2,729 shares

    0.6% of the 13F portfolio, value $6,824,508.

    13F-HR 0001085146-25-000391 filed by Narwhal Capital Management
    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 33,609 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $8,660,736.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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