Skip to content

LDDR STONE RIDGE TR

Follow

LIFEX 2035 INCM (fund)

9 managers (9 13F filers) reported a position in LDDR shares at 2025-12-31, 186,279 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
9
13F filers
9
New
2
Added
4
Reduced
2
Sold out
0
Shares held by filers
186,279

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Stone Ridge Holdings Group LPin group Stone Ridge Holdings Group LP103,635$8.71M42.23%-1,385,00013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,339$1.71M<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC17,328$1.46M<0.01%+43513F-HRTimelineGroup
DEMMING FINANCIAL SERVICES CORP /ADV14,901$1.25M0.94%13F-HRTimeline
BARRETT & COMPANY, INC.11,895$1000K0.33%+2,75013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,722$565K<0.01%-18,82413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,528$549K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,593$386K<0.01%+81613F-HRTimeline
WFA of San Diego, LLC338$28.4K0.02%+7613F-HRTimeline