Invera Wealth Advisors, LLC

SEC CIK: 0001976780
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

STZ holding history

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

STZ overview All 13F holders of STZ Full Q2 2026 holdings

Shares (Q2 2026): 4,503
Value: $626.3K
% of portfolio: 0.3%
Quarters held: 4; Since Q3 2025

Holdings of STZ by Invera Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,503	$626.3K	0.3%	−14−0.3%	Reduced	Holders
Q1 2026	4,517	$677.5K	0.4%	+12+0.3%	Added	Holders
Q4 2025	4,505	$621.5K	0.4%	+949+26.7%	Added	Holders
Q3 2025	3,556	$478.9K	0.3%	+3,556	New	Holders