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LifePlan Financial, LLC

SEC CIK
0001739485
Latest filing
Jul 21, 2026

STZ holding history

Constellation Brands, Inc. in every 13F filed by LifePlan Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STZ overviewAll 13F holders of STZFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2024
Holdings of STZ by LifePlan Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,530−100.0%Sold outHolders
Q4 20251,530$211.1K0.2%−1,532−50.0%ReducedHolders
Q3 20253,062$412.4K0.3%−107−3.4%ReducedHolders
Q2 20253,169$515.5K0.4%−412−11.5%ReducedHolders
Q1 20253,581$657.2K0.6%+623+21.1%AddedHolders
Q4 20242,958$653.7K0.6%+1,786+152.4%AddedHolders
Q3 20241,172$302.0K0.3%−47−3.9%ReducedHolders
Q2 20241,219$313.6K0.3%−2−0.2%ReducedHolders
Q1 20241,221$331.8K0.3%+1,221NewHolders