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Disclosery

Shorepoint Capital Partners LLC: STZ position timeline

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

Shorepoint Capital Partners LLC held 12,044 STZ shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,044 shares
    Change vs previous 13F +3,021 shares

    0.32% of the 13F portfolio, value $1,622,000.

    13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 9,023 shares
    Change vs previous 13F -4,499 shares

    0.37% of the 13F portfolio, value $1,655,978.

    13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 13,522 shares
    Change vs previous 13F +902 shares

    0.68% of the 13F portfolio, value $2,988,455.

    13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 12,620 shares
    Change vs previous 13F +908 shares

    0.74% of the 13F portfolio, value $3,252,090.

    13F-HR 0001759476-24-000005 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 11,712 shares
    Change vs previous 13F +463 shares

    0.71% of the 13F portfolio, value $3,013,260.

    13F-HR 0001759476-24-000003 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 11,249 shares
    Change vs previous 13F +393 shares

    0.75% of the 13F portfolio, value $3,056,982.

    13F-HR 0001759476-24-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 10,856 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,624,364.

    13F-HR 0001759476-24-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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