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Disclosery

LGT Financial Advisors LLC: BBAG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LGT Financial Advisors LLC on BBAG, newest first. How the timeline and the estimate are built.

LGT Financial Advisors LLC held 750 BBAG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 750 shares
    Change vs previous 13F +136 shares

    0.18% of the 13F portfolio, value $34,445.

    13F-HR 0001398344-26-012650 filed by LGT Financial Advisors LLC
    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 614 shares
    Change vs previous 13F -5 shares

    0.15% of the 13F portfolio, value $28,350.

    13F-HR 0001398344-26-007386 filed by LGT Financial Advisors LLC
    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 619 shares
    Change vs previous 13F +180 shares

    0.18% of the 13F portfolio, value $28,756.

    13F-HR 0001398344-26-002969 filed by LGT Financial Advisors LLC
    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 439 shares
    Change vs previous 13F +47 shares

    0.04% of the 13F portfolio, value $20,481.

    13F-HR 0001398344-25-021019 filed by LGT Financial Advisors LLC
    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 392 shares
    Change vs previous 13F -13 shares

    0.05% of the 13F portfolio, value $18,080.

    13F-HR 0001398344-25-014099 filed by LGT Financial Advisors LLC
    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 405 shares
    Change vs previous 13F -46 shares

    0.06% of the 13F portfolio, value $18,684.

    13F-HR 0001398344-25-008971 filed by LGT Financial Advisors LLC
    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 451 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $20,350.

    13F-HR 0001398344-25-002937 filed by LGT Financial Advisors LLC
    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 458 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $21,667.

    13F-HR 0001398344-24-019711 filed by LGT Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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