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Disclosery

Ruggaard & Associates LLC: LADR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ruggaard & Associates LLC on LADR, newest first. How the timeline and the estimate are built.

Ruggaard & Associates LLC held 45,757 LADR shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,757 shares
    Change vs previous 13F +2,400 shares

    0.16% of the 13F portfolio, value $455,281.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates 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 43,357 shares
    Change vs previous 13F -2,381 shares

    0.17% of the 13F portfolio, value $423,596.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates 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 45,738 shares
    Change vs previous 13F +1,600 shares

    0.2% of the 13F portfolio, value $502,659.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates 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 44,138 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $481,544.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates 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 44,138 shares
    Change vs previous 13F -650 shares

    0.19% of the 13F portfolio, value $474,482.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates 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 44,788 shares
    Change vs previous 13F -510 shares

    0.22% of the 13F portfolio, value $511,029.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates 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 45,298 shares
    Change vs previous 13F -7,343 shares

    0.22% of the 13F portfolio, value $506,883.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates 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 52,641 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $610,632.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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