Skip to content

Stack Financial Management, Inc: LH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on LH, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 71,755 LH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,755 shares
    Change vs previous 13F +26 shares

    1.57% of the 13F portfolio, value $20,091,299.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, 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 71,729 shares
    Change vs previous 13F +55 shares

    1.41% of the 13F portfolio, value $19,138,022.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, 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 71,674 shares
    Change vs previous 13F -818 shares

    1.37% of the 13F portfolio, value $17,981,580.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, 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 72,492 shares
    Change vs previous 13F -1,075 shares

    1.73% of the 13F portfolio, value $20,809,561.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, 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 73,567 shares
    Change vs previous 13F -1,068 shares

    1.71% of the 13F portfolio, value $19,312,080.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, 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 74,635 shares
    Change vs previous 13F -714 shares

    1.45% of the 13F portfolio, value $17,370,556.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, 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 75,349 shares
    Change vs previous 13F -636 shares

    1.58% of the 13F portfolio, value $17,279,039.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, 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 75,985 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $16,981,143.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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