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Disclosery

Liontrust Investment Partners LLP: FERG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Liontrust Investment Partners LLP on FERG, newest first. How the timeline and the estimate are built.

Liontrust Investment Partners LLP held 337,704 FERG shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 337,704 shares
    Change vs previous 13F +329,718 shares

    1.18% of the 13F portfolio, value $80,404,025.

    13F-HR 0001544204-26-000008 filed by Liontrust Investment Partners LLP
    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/A 7,986 shares
    Change vs previous 13F -332,344 shares

    0.03% of the 13F portfolio, value $1,862,814.

    13F-HR/A 0001544204-26-000005 filed by Liontrust Investment Partners LLP
    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 340,330 shares
    Change vs previous 13F -186,115 shares

    1.13% of the 13F portfolio, value $76,027,828.

    13F-HR 0001544204-26-000001 filed by Liontrust Investment Partners LLP
    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/A 526,445 shares
    Change vs previous 13F -28,527 shares

    1.72% of the 13F portfolio, value $117,938,057.

    13F-HR/A 0001544204-25-000011 filed by Liontrust Investment Partners LLP
    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 554,972 shares
    Change vs previous 13F +544,089 shares

    1.73% of the 13F portfolio, value $121,068,077.

    13F-HR 0001544204-25-000003 filed by Liontrust Investment Partners LLP
    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 10,883 shares
    Change vs previous 13F -589,983 shares

    0.03% of the 13F portfolio, value $1,743,783.

    13F-HR 0001544204-25-000002 filed by Liontrust Investment Partners LLP
    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 600,866 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $104,595,127.

    13F-HR 0001544204-25-000001 filed by Liontrust Investment Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

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