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VISTA INVESTMENT MANAGEMENT: STZ position timeline

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

VISTA INVESTMENT MANAGEMENT held 11,761 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,761 shares
    Change vs previous 13F -136 shares

    0.49% of the 13F portfolio, value $1,635,786.

    13F-HR 0001740140-26-000003 filed by VISTA INVESTMENT MANAGEMENT
    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 11,897 shares
    Change vs previous 13F +515 shares

    0.6% of the 13F portfolio, value $1,784,494.

    13F-HR 0001740140-26-000002 filed by VISTA INVESTMENT MANAGEMENT
    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 11,382 shares
    Change vs previous 13F -118 shares

    0.52% of the 13F portfolio, value $1,570,210.

    13F-HR 0001740140-26-000001 filed by VISTA INVESTMENT MANAGEMENT
    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 11,500 shares
    Change vs previous 13F +224 shares

    0.54% of the 13F portfolio, value $1,548,722.

    13F-HR 0001740140-25-000007 filed by VISTA INVESTMENT MANAGEMENT
    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 11,276 shares
    Change vs previous 13F -191 shares

    0.68% of the 13F portfolio, value $1,834,307.

    13F-HR 0001740140-25-000005 filed by VISTA INVESTMENT MANAGEMENT
    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 11,467 shares
    Change vs previous 13F -12 shares

    0.82% of the 13F portfolio, value $2,104,499.

    13F-HR 0001740140-25-000004 filed by VISTA INVESTMENT MANAGEMENT
    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 11,479 shares
    Change vs previous 13F +84 shares

    0.96% of the 13F portfolio, value $2,536,950.

    13F-HR 0001740140-25-000001 filed by VISTA INVESTMENT MANAGEMENT
    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 11,395 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,936,398.

    13F-HR 0001740140-24-000006 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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