Position in LMND
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$352,701
+$42,624 QoQ
Shares Held
5,422
+9.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#185
of 337 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMND Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Fiduciary Planning LLC holds $572,557 across 2 Insurance - Property & Casualty names. LMND ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMND |
Lemonade, Inc.
This page
|
5,422 | $352,701 | |
| 2 | ALL |
Allstate Corp
|
924 | $219,856 |
All Filings in LMND
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,701 | 5,422 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $310,077 | 4,947 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||