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Ariadne Wealth Management, LP

Position in LU — Lufax Holding Ltd

CIK 2034793 SANTA BARBARA, CA

Position in LU

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$22,986
-$30,008 QoQ
Shares Held
12,292
-40.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LU Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Ariadne Wealth Management, LP holds $3,535,406 across 7 Credit Services names.

# Ticker Company Shares Value (USD) Open

All Filings in LU

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $22,986 12,292
2025-12-31 $52,994 20,701
2025-09-30 $90,136 22,201
2025-06-30 $55,825 20,009
2024-12-31 $35,723 14,947
2024-09-30 $36,920 10,579