Position in LB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,126,000
+$215,849 QoQ
Shares Held
14,210
-16.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#84
of 192 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026SIERRA SUMMIT ADVISORS LLC holds $3,681,913 across 4 Oil & Gas E&P names. LB ranks #1 (30.6% of the industry book) .
All Filings in LB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,000 | 14,210 | Shares | Sole | 2026-07-20 | |
| 2025-09-30 | $910,151 | 17,060 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $632,481 | 9,359 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||