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Disclosery

VAUGHAN DAVID INVESTMENTS LLC/IL: STZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VAUGHAN DAVID INVESTMENTS LLC/IL on STZ, newest first. How the timeline and the estimate are built.

VAUGHAN DAVID INVESTMENTS LLC/IL held 195,371 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,371 shares
    Change vs previous 13F +6,277 shares

    0.54% of the 13F portfolio, value $27,174,000.

    13F-HR 0001063571-26-000004 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 189,094 shares
    Change vs previous 13F +12,047 shares

    0.6% of the 13F portfolio, value $28,364,000.

    13F-HR 0001063571-26-000003 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 177,047 shares
    Change vs previous 13F +7,763 shares

    0.53% of the 13F portfolio, value $24,425,000.

    13F-HR 0001063571-26-000001 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 169,284 shares
    Change vs previous 13F +5,585 shares

    0.49% of the 13F portfolio, value $22,797,000.

    13F-HR 0001063571-25-000006 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 163,699 shares
    Change vs previous 13F +4,015 shares

    0.6% of the 13F portfolio, value $26,631,000.

    13F-HR 0001063571-25-000004 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 159,684 shares
    Change vs previous 13F +12,396 shares

    0.69% of the 13F portfolio, value $29,305,000.

    13F-HR 0001063571-25-000003 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 147,288 shares
    Change vs previous 13F +4,903 shares

    0.77% of the 13F portfolio, value $32,551,000.

    13F-HR 0001063571-25-000002 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 142,385 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $36,691,000.

    13F-HR 0001063571-24-000006 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    Filed (acceptance time not in the bulk data set), ingested

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