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Disclosery

Cerity Partners LLC: STZ position timeline

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

Cerity Partners LLC held 24,657 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,657 shares
    Change vs previous 13F -2,927 shares

    <0.01% of the 13F portfolio, value $3,429,580.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    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 27,584 shares
    Change vs previous 13F +5,265 shares

    0.01% of the 13F portfolio, value $4,137,638.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 22,319 shares
    Change vs previous 13F -15,075 shares

    <0.01% of the 13F portfolio, value $3,079,135.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    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 37,394 shares
    Change vs previous 13F -30,639 shares

    0.01% of the 13F portfolio, value $5,035,844.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    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 68,033 shares
    Change vs previous 13F -37,020 shares

    0.02% of the 13F portfolio, value $11,067,654.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    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 105,053 shares
    Change vs previous 13F -20,995 shares

    0.04% of the 13F portfolio, value $19,279,384.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 126,048 shares
    Change vs previous 13F +4,594 shares

    0.06% of the 13F portfolio, value $28,761,083.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    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 121,454 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $31,297,504.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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