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LFA - Lugano Financial Advisors SA: RMD position timeline

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

LFA - Lugano Financial Advisors SA held 1,018 RMD 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 1,018 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $198,388.

    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 1,018 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $228,521.

    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 1,018 shares
    Change vs previous 13F +37 shares

    0.13% of the 13F portfolio, value $245,206.

    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 981 shares
    Change vs previous 13F +127 shares

    0.14% of the 13F portfolio, value $268,529.

    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 854 shares
    Change vs previous 13F +137 shares

    0.13% of the 13F portfolio, value $220,332.

    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 717 shares
    Change vs previous 13F -33 shares

    0.11% of the 13F portfolio, value $160,500.

    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 750 shares
    Change vs previous 13F +403 shares

    0.11% of the 13F portfolio, value $171,518.

    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 347 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $84,710.

    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).