Lifetime Wealth Management P.C.
Position in AB — Alliancebernstein Holding L.P.
CIK 2116339
ROCKWALL, TX
Position in AB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$990,288
-$27,508 QoQ
Shares Held
26,450
0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Lifetime Wealth Management P.C. holds $11,353,054 across 5 Asset Management names. AB ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
196,727 | $6,972,004 | |
| 2 | TSLX |
Sixth Street Specialty Lending, Inc.
|
97,416 | $1,790,506 | |
| 3 | BBN |
BlackRock Taxable Municipal Bond Trust
|
61,809 | $999,451 | |
| 4 | AB |
Alliancebernstein Holding L.P.
This page
|
26,450 | $990,288 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
53,500 | $600,805 |
All Filings in AB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $990,288 | 26,450 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,017,796 | 26,450 | Shares | Sole | 2026-03-25 | |
| No filing history on record for this holder in this stock. | ||||||