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Disclosery

Creative Planning: STZ position timeline

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

Creative Planning held 72,122 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,122 shares
    Change vs previous 13F -11,412 shares

    0.01% of the 13F portfolio, value $10,031,494.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 83,534 shares
    Change vs previous 13F +1,048 shares

    0.01% of the 13F portfolio, value $12,530,092.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 82,486 shares
    Change vs previous 13F +21,972 shares

    0.01% of the 13F portfolio, value $11,379,780.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 60,514 shares
    Change vs previous 13F -1,330 shares

    0.01% of the 13F portfolio, value $8,149,412.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 61,844 shares
    Change vs previous 13F +30,805 shares

    0.01% of the 13F portfolio, value $10,060,703.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 31,039 shares
    Change vs previous 13F -22,993 shares

    0.01% of the 13F portfolio, value $5,696,284.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 54,032 shares
    Change vs previous 13F +2,176 shares

    0.01% of the 13F portfolio, value $11,940,977.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 51,856 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,362,855.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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