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Disclosery

Heron Bay Capital Management: LH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heron Bay Capital Management on LH, newest first. How the timeline and the estimate are built.

Heron Bay Capital Management held 59,566 LH 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 59,566 shares
    Change vs previous 13F -3,827 shares

    1.51% of the 13F portfolio, value $16,678,445.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    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 63,393 shares
    Change vs previous 13F +41,666 shares

    1.56% of the 13F portfolio, value $16,913,847.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    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 21,727 shares
    Change vs previous 13F -128 shares

    1.04% of the 13F portfolio, value $5,450,819.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    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 21,855 shares
    Change vs previous 13F -1,026 shares

    1.17% of the 13F portfolio, value $6,273,638.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    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 22,881 shares
    Change vs previous 13F -535 shares

    1.18% of the 13F portfolio, value $6,006,417.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    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 23,416 shares
    Change vs previous 13F -1,512 shares

    1.15% of the 13F portfolio, value $5,449,774.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital Management
    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 24,928 shares
    Change vs previous 13F -1,059 shares

    1.19% of the 13F portfolio, value $5,716,402.

    13F-HR 0001951757-25-000235 filed by Heron Bay Capital Management
    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 25,987 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $5,807,467.

    13F-HR 0001951757-24-001193 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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