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Disclosery

FIRST TRUST ADVISORS LP: STZ position timeline

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

FIRST TRUST ADVISORS LP held 267,086 STZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 267,086 shares
    Change vs previous 13F -45,891 shares

    0.02% of the 13F portfolio, value $37,149,023.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 312,977 shares
    Change vs previous 13F +45,239 shares

    0.03% of the 13F portfolio, value $46,946,600.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 267,738 shares
    Change vs previous 13F -46,646 shares

    0.03% of the 13F portfolio, value $36,937,168.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 314,384 shares
    Change vs previous 13F +287,195 shares

    0.03% of the 13F portfolio, value $42,338,151.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 27,189 shares
    Change vs previous 13F -228,874 shares

    <0.01% of the 13F portfolio, value $4,423,028.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 256,063 shares
    Change vs previous 13F -36,771 shares

    0.04% of the 13F portfolio, value $46,992,731.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 292,834 shares
    Change vs previous 13F +261,166 shares

    0.06% of the 13F portfolio, value $64,716,354.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 31,668 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,160,398.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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