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OFI INVEST ASSET MANAGEMENT: STZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OFI INVEST ASSET MANAGEMENT on STZ, newest first. How the timeline and the estimate are built.

OFI INVEST ASSET MANAGEMENT held 36,339 STZ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,339 shares
    Change vs previous 13F -2,706 shares

    0.04% of the 13F portfolio, value $4,420,880.

    13F-HR 0001977602-26-000005 filed by OFI INVEST ASSET 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 39,045 shares
    Change vs previous 13F +1,628 shares

    0.07% of the 13F portfolio, value $5,083,103.

    13F-HR 0001977602-26-000004 filed by OFI INVEST ASSET 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 37,417 shares
    Change vs previous 13F -1,420 shares

    0.06% of the 13F portfolio, value $4,395,291.

    13F-HR 0001977602-26-000002 filed by OFI INVEST ASSET 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 38,837 shares
    Change vs previous 13F +241 shares

    0.09% of the 13F portfolio, value $4,451,216.

    13F-HR 0001977602-25-000011 filed by OFI INVEST ASSET 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 38,596 shares
    Change vs previous 13F +239 shares

    0.13% of the 13F portfolio, value $5,348,893.

    13F-HR 0001977602-25-000006 filed by OFI INVEST ASSET 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 38,357 shares
    Change vs previous 13F -109,967 shares

    0.17% of the 13F portfolio, value $6,516,642.

    13F-HR 0001977602-25-000003 filed by OFI INVEST ASSET 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 148,324 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $31,655,823.

    13F-HR 0001977602-25-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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