Position in SLDP
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$71,175
-$29,656 QoQ
Shares Held
23,725
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLDP Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026LGT Financial Advisors LLC holds $124,440 across 1 Auto Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAP |
Advance Auto Parts Inc
|
2,000 | $124,440 |
All Filings in SLDP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,175 | 23,725 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $100,831 | 23,725 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $82,325 | 23,725 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $51,957 | 23,725 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $24,911 | 23,725 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $44,840 | 23,725 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,028 | 23,725 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $39,146 | 23,725 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $48,161 | 23,725 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $34,401 | 23,725 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||