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Disclosery

THEORY FINANCIAL LLC: LCTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THEORY FINANCIAL LLC on LCTU, newest first. How the timeline and the estimate are built.

THEORY FINANCIAL LLC held 13,720 LCTU 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 13,720 shares
    Change vs previous 13F +642 shares

    0.35% of the 13F portfolio, value $1,099,795.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 13,078 shares
    Change vs previous 13F -1,148 shares

    0.32% of the 13F portfolio, value $917,256.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 14,226 shares
    Change vs previous 13F +380 shares

    0.36% of the 13F portfolio, value $1,066,808.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 13,846 shares
    Change vs previous 13F -348 shares

    0.36% of the 13F portfolio, value $1,014,773.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 14,194 shares
    Change vs previous 13F +899 shares

    0.37% of the 13F portfolio, value $977,825.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 13,295 shares
    Change vs previous 13F -300 shares

    0.34% of the 13F portfolio, value $805,743.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 13,595 shares
    Change vs previous 13F +7,346 shares

    0.36% of the 13F portfolio, value $870,760.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL 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 6,249 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $387,875.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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