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Disclosery

LGT Financial Advisors LLC: XYZ position timeline

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

LGT Financial Advisors LLC held 1,500 XYZ 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 1,500 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $114,000.

    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 1,500 shares
    Change vs previous 13F +500 shares

    0.46% of the 13F portfolio, value $90,270.

    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 1,000 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $65,090.

    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 1,000 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $72,270.

    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).