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Disclosery

Liontrust Investment Partners LLP: XYZ position timeline

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

Liontrust Investment Partners LLP held 42,234 XYZ 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 42,234 shares
    Change vs previous 13F +37,124 shares

    0.05% of the 13F portfolio, value $3,209,784.

    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 5,110 shares
    Change vs previous 13F -118,115 shares

    0.01% of the 13F portfolio, value $307,520.

    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 123,225 shares
    Change vs previous 13F -2,835 shares

    0.12% of the 13F portfolio, value $8,020,715.

    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 126,060 shares
    Change vs previous 13F -30,158 shares

    0.13% of the 13F portfolio, value $9,110,356.

    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 156,218 shares
    Change vs previous 13F +16,724 shares

    0.15% of the 13F portfolio, value $10,611,889.

    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 139,494 shares
    Change vs previous 13F +103,435 shares

    0.12% of the 13F portfolio, value $7,578,709.

    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 36,059 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,064,654.

    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).