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Disclosery

West Oak Capital, LLC: STZ position timeline

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

West Oak Capital, LLC held 9,328 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 9,328 shares
    Change vs previous 13F -215 shares

    0.5% of the 13F portfolio, value $12,562.

    13F-HR 0001140361-25-037185 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 9,543 shares
    Change vs previous 13F +1,585 shares

    0.61% of the 13F portfolio, value $15,525.

    13F-HR 0001140361-25-025806 filed by West Oak Capital, LLC
    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 7,958 shares
    Change vs previous 13F +275 shares

    0.56% of the 13F portfolio, value $14,605.

    13F-HR 0001140361-25-014010 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F/A 7,683 shares
    Change vs previous 13F +210 shares

    0.6% of the 13F portfolio, value $16,979.

    13F-HR/A 0001140361-25-000959 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 7,473 shares
    Change vs previous 13F +238 shares

    0.36% of the 13F portfolio, value $19,257.

    13F-HR 0001140361-24-043643 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,235 shares
    Change vs previous 13F +60 shares

    0.75% of the 13F portfolio, value $1,861,421.

    13F-HR 0001140361-24-034013 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 7,175 shares
    Change vs previous 13F +95 shares

    0.83% of the 13F portfolio, value $1,950,000.

    13F-HR 0001140361-24-020456 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 7,080 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,829,000.

    13F-HR 0001140361-24-002592 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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