Position in LB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,538,794
+$3,831,085 QoQ
Shares Held
65,732
+355.0% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $5,766,328 across 4 Oil & Gas Equipment & Services names. LB ranks #1 (78.7% of the industry book) .
All Filings in LB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,538,794 | 65,732 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $707,709 | 14,446 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,153,366 | 40,363 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,033,733 | 44,891 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,140,574 | 29,755 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||