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LOUNTZIS ASSET MANAGEMENT, LLC: LH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOUNTZIS ASSET MANAGEMENT, LLC on LH, newest first. How the timeline and the estimate are built.

LOUNTZIS ASSET MANAGEMENT, LLC held 8,976 LH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,976 shares
    Change vs previous 13F -23 shares

    0.8% of the 13F portfolio, value $2,513,280.

    13F-HR 0001821168-26-000004 filed by LOUNTZIS ASSET 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 8,999 shares
    Change vs previous 13F -63 shares

    0.88% of the 13F portfolio, value $2,401,023.

    13F-HR 0001821168-26-000003 filed by LOUNTZIS ASSET 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 9,062 shares
    Change vs previous 13F -117 shares

    0.81% of the 13F portfolio, value $2,273,475.

    13F-HR 0001821168-26-000001 filed by LOUNTZIS ASSET 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 9,179 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $2,634,924.

    13F-HR 0001821168-25-000007 filed by LOUNTZIS ASSET 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 9,179 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $2,409,579.

    13F-HR 0001821168-25-000004 filed by LOUNTZIS ASSET 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 9,179 shares
    Change vs previous 13F -129 shares

    0.8% of the 13F portfolio, value $2,107,498.

    13F-HR 0001821168-25-000003 filed by LOUNTZIS ASSET 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 9,308 shares
    Change vs previous 13F -221 shares

    0.9% of the 13F portfolio, value $2,134,511.

    13F-HR 0001821168-25-000001 filed by LOUNTZIS ASSET MANAGEMENT, 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 9,529 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,129,540.

    13F-HR 0001821168-24-000006 filed by LOUNTZIS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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