LPRE EXCHANGE LISTED FDS TR

Ownership history in BBR PARTNERS, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which BBR PARTNERS, LLC reported a position in EXCHANGE LISTED FDS TR (LPRE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.36% (2025 Q4)
Avg. % of fund
0.81%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 946,211 +349,502 +58.6% 1.36% $25.3M $26.69
2025 Q3 ADDED 596,709 +478,491 +404.8% 0.89% $15.4M $25.74
2025 Q2 INITIATED 118,218 0.19% $3.0M $25.15
% of Fund (quarterly)    LPRE price (monthly, adj. close)
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