Position in STZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$21,419
-$14,881 QoQ
Shares Held
154
-36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#840
of 1,023 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Spire Wealth Management holds $76,827 across 4 Beverages - Brewers names. STZ ranks #2 (27.9% of the industry book) .
All Filings in STZ
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,419 | 154 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $36,300 | 242 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $43,319 | 314 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $88,612 | 658 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $145,435 | 894 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $206,643 | 1,126 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $602,667 | 2,727 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $654,532 | 2,540 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $611,811 | 2,378 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $975,890 | 3,591 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $990,208 | 4,096 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,055,334 | 4,199 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,098,724 | 4,464 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,044,967 | 4,626 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $983,315 | 4,243 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $982,341 | 4,277 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,162,270 | 4,987 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,944,131 | 8,441 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,933,588 | 11,689 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,750,201 | 8,307 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,992,275 | 8,518 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,165,088 | 9,496 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||