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Disclosery

FIRST TRUST ADVISORS LP: LOAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on LOAR, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 86,031 LOAR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,031 shares
    Change vs previous 13F -110,810 shares

    <0.01% of the 13F portfolio, value $6,934,958.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 196,841 shares
    Change vs previous 13F -22,061 shares

    0.01% of the 13F portfolio, value $11,277,020.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 218,902 shares
    Change vs previous 13F -113,639 shares

    0.01% of the 13F portfolio, value $14,885,352.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 332,541 shares
    Change vs previous 13F +267,401 shares

    0.02% of the 13F portfolio, value $26,603,171.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 65,140 shares
    Change vs previous 13F -2,369 shares

    <0.01% of the 13F portfolio, value $5,613,113.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 67,509 shares
    Change vs previous 13F +6,793 shares

    <0.01% of the 13F portfolio, value $4,769,510.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 60,716 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,487,519.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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