LMND β€” LEMONADE INC

Ownership history in ARS Wealth Advisors Group, LLC  Β·  2 quarters on record

AI Ownership Summary

ARS Wealth Advisors Group, LLC reported LEMONADE INC (LMND) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows LMND at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LMND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARS Wealth Advisors Group, LLC's position in LEMONADE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LMND was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ARS Wealth Advisors Group, LLC held LMND β€” position size vs. price
% of Fund (quarterly)    LMND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,640 β€” 0% 0.02% $228K 2026-04-15 $65.86
2025 Q4 INITIATED 3,640 β€” β€” 0.02% $259K 2026-01-12 $86.51

FAQ About ARS Wealth Advisors Group, LLC and LMND

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARS Wealth Advisors Group, LLC reported owning LMND?

ARS Wealth Advisors Group, LLC reported LMND across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported LMND position in ARS Wealth Advisors Group, LLC's portfolio?

The largest reported portfolio weight for LMND was 0.02% in 2025 Q4.

What is the latest reported LMND position on this page?

The most recent filing on this page is 2026 Q1, when ARS Wealth Advisors Group, LLC reported 3,640 shares, equal to 0.02% of portfolio, with an estimated market value of $228K.

What does the chart on this LMND ownership page compare?

The chart compares ARS Wealth Advisors Group, LLC's quarterly LMND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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