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Disclosery

S&CO INC: LBRDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of S&CO INC on LBRDA, newest first. How the timeline and the estimate are built.

S&CO INC held 64,144 LBRDA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,144 shares
    Change vs previous 13F -2,683 shares

    0.12% of the 13F portfolio, value $2,134,000.

    13F-HR 0001082461-26-000003 filed by S&CO INC
    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 66,827 shares
    Change vs previous 13F -345 shares

    0.21% of the 13F portfolio, value $3,356,000.

    13F-HR 0001082461-26-000002 filed by S&CO INC
    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 67,172 shares
    Change vs previous 13F -13,667 shares

    0.2% of the 13F portfolio, value $3,243,000.

    13F-HR 0001082461-26-000001 filed by S&CO INC
    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 80,839 shares
    Change vs previous 13F -586 shares

    0.31% of the 13F portfolio, value $5,119,000.

    13F-HR 0001082461-25-000005 filed by S&CO INC
    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 81,425 shares
    Change vs previous 13F +220 shares

    0.51% of the 13F portfolio, value $7,964,000.

    13F-HR 0001082461-25-000003 filed by S&CO INC
    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 81,205 shares
    Change vs previous 13F +226 shares

    0.46% of the 13F portfolio, value $6,902,000.

    13F-HR 0001082461-25-000002 filed by S&CO INC
    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 80,979 shares
    Change vs previous 13F +50 shares

    0.41% of the 13F portfolio, value $6,021,000.

    13F-HR 0001082461-25-000001 filed by S&CO INC
    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 80,929 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $6,216,000.

    13F-HR 0001082461-24-000005 filed by S&CO INC
    Filed (acceptance time not in the bulk data set), ingested

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