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Disclosery

S&CO INC: LBRDK position timeline

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

S&CO INC held 121,528 LBRDK 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 121,528 shares
    Change vs previous 13F +494 shares

    0.23% of the 13F portfolio, value $4,042,000.

    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 121,034 shares
    Change vs previous 13F +434 shares

    0.38% of the 13F portfolio, value $6,088,000.

    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 120,600 shares
    Change vs previous 13F -36,531 shares

    0.36% of the 13F portfolio, value $5,861,000.

    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 157,131 shares
    Change vs previous 13F -24,597 shares

    0.61% of the 13F portfolio, value $9,984,000.

    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 181,728 shares
    Change vs previous 13F -468 shares

    1.15% of the 13F portfolio, value $17,878,000.

    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 182,196 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $15,495,000.

    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 182,196 shares
    Change vs previous 13F +1,135 shares

    0.92% of the 13F portfolio, value $13,620,000.

    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 181,061 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $13,994,000.

    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).