Position in LSTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,758,358
+$843,281 QoQ
Shares Held
18,173
-0.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#138
of 543 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LSTR Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $8,650,036 across 5 Integrated Freight & Logistics names. LSTR ranks #1 (43.4% of the industry book) .
All Filings in LSTR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,758,358 | 18,173 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,915,077 | 18,184 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,351,363 | 16,363 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,552,557 | 20,827 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,873,126 | 20,667 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,929,200 | 19,502 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,503,022 | 20,383 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,705,818 | 19,621 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,102,953 | 16,820 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,248,777 | 16,854 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,262,808 | 16,849 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,030,451 | 17,127 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,335,948 | 17,326 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,119,482 | 17,402 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,110,738 | 19,096 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,725,128 | 18,876 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,695,505 | 18,536 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,932,283 | 12,811 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,265,677 | 12,656 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,997,843 | 12,659 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,978,568 | 12,521 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||