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REILLY FINANCIAL ADVISORS, LLC: STZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of REILLY FINANCIAL ADVISORS, LLC on STZ, newest first. How the timeline and the estimate are built.

REILLY FINANCIAL ADVISORS, LLC held 41,596 STZ shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 41,596 shares
    Change vs previous 13F -6,408 shares

    0.78% of the 13F portfolio, value $10,439,000.

    13F-HR 0001363561-22-000002 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 48,004 shares
    Change vs previous 13F +1,926 shares

    0.86% of the 13F portfolio, value $10,114,000.

    13F-HR 0001363561-21-000006 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 46,078 shares
    Change vs previous 13F -2,258 shares

    0.87% of the 13F portfolio, value $10,777,000.

    13F-HR 0001363561-21-000005 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 48,336 shares
    Change vs previous 13F +497 shares

    0.97% of the 13F portfolio, value $11,021,000.

    13F-HR 0001363561-21-000004 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 47,839 shares
    Change vs previous 13F +431 shares

    0.98% of the 13F portfolio, value $10,479,000.

    13F-HR 0001363561-21-000002 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 47,408 shares
    Change vs previous 13F -1,600 shares

    0.96% of the 13F portfolio, value $8,984,000.

    13F-HR 0001363561-20-000008 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 49,008 shares
    Change vs previous 13F +1,449 shares

    1.01% of the 13F portfolio, value $8,574,000.

    13F-HR 0001363561-20-000006 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 47,559 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $6,818,000.

    13F-HR 0001363561-20-000004 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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