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Disclosery

Alpha Family Trust: STZ position timeline

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

Alpha Family Trust held 3,520 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,520 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $489,597.

    13F-HR 0001193125-26-342249 filed by Alpha Family Trust
    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 3,520 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $528,000.

    13F-HR 0001193125-26-221997 filed by Alpha Family Trust
    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 3,520 shares
    Change vs previous 13F +3,520 shares

    0.22% of the 13F portfolio, value $485,619.

    13F-HR 0001193125-26-048264 filed by Alpha Family Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,500 shares

    13F-HR 0000950123-25-004939 filed by Alpha Family Trust
    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.

  5. period ended2024-12-31
    13F 1,500 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $331,500.

    13F-HR 0000950123-25-002106 filed by Alpha Family Trust
    Filed (acceptance time not in the bulk data set), ingested

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