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Disclosery

LFA - Lugano Financial Advisors SA: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LFA - Lugano Financial Advisors SA on IBDT, newest first. How the timeline and the estimate are built.

LFA - Lugano Financial Advisors SA held 94,311 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,311 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $2,381,353.

    13F-HR 0001737871-26-000004 filed by LFA - Lugano Financial Advisors SA
    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 94,311 shares
    Change vs previous 13F +1,043 shares

    1.21% of the 13F portfolio, value $2,371,280.

    13F-HR 0001737871-26-000002 filed by LFA - Lugano Financial Advisors SA
    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 93,268 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $2,374,137.

    13F-HR 0001737871-26-000001 filed by LFA - Lugano Financial Advisors SA
    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 93,268 shares
    Change vs previous 13F +1,900 shares

    1.25% of the 13F portfolio, value $2,371,292.

    13F-HR 0001737871-25-000006 filed by LFA - Lugano Financial Advisors SA
    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 91,368 shares
    Change vs previous 13F +3,297 shares

    1.37% of the 13F portfolio, value $2,304,794.

    13F-HR 0001737871-25-000004 filed by LFA - Lugano Financial Advisors SA
    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 88,071 shares
    Change vs previous 13F +3,854 shares

    1.51% of the 13F portfolio, value $2,224,673.

    13F-HR 0001737871-25-000002 filed by LFA - Lugano Financial Advisors SA
    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 84,217 shares
    Change vs previous 13F -43,829 shares

    1.37% of the 13F portfolio, value $2,097,003.

    13F-HR 0001737871-25-000001 filed by LFA - Lugano Financial Advisors SA
    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 128,046 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $3,269,014.

    13F-HR 0001737871-24-000005 filed by LFA - Lugano Financial Advisors SA
    Filed (acceptance time not in the bulk data set), ingested

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