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Disclosery

SHELTON WEALTH MANAGEMENT, LLC: STZ position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 0 STZ shares at 2025-03-31 per its 13F-HR filed 2025-04-21.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,051 shares

    13F-HR 0001725547-25-001425 filed by SHELTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2024-12-31
    13F 1,051 shares
    Change vs previous 13F -1,855 shares

    0.13% of the 13F portfolio, value $232,218.

    13F-HR 0001725547-25-000125 filed by SHELTON WEALTH MANAGEMENT, LLC
    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 2,906 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $748,778.

    13F-HR 0001725547-24-005961 filed by SHELTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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