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Disclosery

Whelan Financial: STZ position timeline

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

Whelan Financial held 9,104 STZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,104 shares
    Change vs previous 13F +514 shares

    0.34% of the 13F portfolio, value $1,266,216.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 8,590 shares
    Change vs previous 13F +548 shares

    0.4% of the 13F portfolio, value $1,288,535.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 8,042 shares
    Change vs previous 13F +1,358 shares

    0.35% of the 13F portfolio, value $1,109,472.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 6,684 shares
    Change vs previous 13F +2,930 shares

    0.29% of the 13F portfolio, value $900,175.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 3,754 shares
    Change vs previous 13F +1,167 shares

    0.22% of the 13F portfolio, value $610,708.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 2,587 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $474,817.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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