Position in LII
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$312,257
+$59,307 QoQ
Shares Held
545
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#445
of 653 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Carter Financial Group, INC. holds $757,780 across 3 Building Products & Equipment names. LII ranks #1 (41.2% of the industry book) .
All Filings in LII
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,257 | 545 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $252,950 | 545 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $264,155 | 544 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $286,913 | 542 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $310,122 | 541 | Shares | Sole | 2025-08-22 | |
| No filing history on record for this holder in this stock. | ||||||