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Disclosery

Trust Investment Advisors: STZ position timeline

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

Trust Investment Advisors held 0 STZ shares at 2025-09-30 per its 13F-HR filed 2025-11-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,713 shares

    13F-HR 0001597690-25-000007 filed by Trust Investment Advisors
    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 ended2025-06-30
    13F 4,713 shares
    Change vs previous 13F -338 shares

    0.47% of the 13F portfolio, value $766,711.

    13F-HR 0001085146-25-004435 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,051 shares
    Change vs previous 13F +6 shares

    0.6% of the 13F portfolio, value $926,960.

    13F-HR 0001085146-25-002550 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 5,045 shares
    Change vs previous 13F -207 shares

    0.71% of the 13F portfolio, value $1,114,945.

    13F-HR 0001085146-25-001021 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,252 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,353,388.

    13F-HR 0001085146-24-005491 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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