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Lionshead Wealth Management, LLC: ED position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lionshead Wealth Management, LLC on ED, newest first. How the timeline and the estimate are built.

Lionshead Wealth Management, LLC held 2,678 ED 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 2,678 shares
    Change vs previous 13F +26 shares

    0.19% of the 13F portfolio, value $296,267.

    13F-HR 0001172661-26-002858 filed by Lionshead Wealth Management, 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 2,652 shares
    Change vs previous 13F -10 shares

    0.22% of the 13F portfolio, value $300,153.

    13F-HR 0001172661-26-001647 filed by Lionshead Wealth Management, 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 2,662 shares
    Change vs previous 13F -15 shares

    0.2% of the 13F portfolio, value $264,390.

    13F-HR 0001172661-26-000174 filed by Lionshead Wealth Management, 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 2,677 shares
    Change vs previous 13F +652 shares

    0.21% of the 13F portfolio, value $269,092.

    13F-HR 0001172661-25-004243 filed by Lionshead Wealth Management, 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 2,025 shares
    Change vs previous 13F +20 shares

    0.19% of the 13F portfolio, value $203,209.

    13F-HR 0001172661-25-003032 filed by Lionshead Wealth Management, 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 2,005 shares
    Change vs previous 13F -694 shares

    0.23% of the 13F portfolio, value $221,733.

    13F-HR 0001172661-25-001823 filed by Lionshead Wealth Management, 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 2,699 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $240,832.

    13F-HR 0001172661-25-001094 filed by Lionshead Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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