LFSC β€” RBB FD INC

Ownership history in EMERALD MUTUAL FUND ADVISERS TRUST  Β·  5 quarters on record

AI Ownership Summary

EMERALD MUTUAL FUND ADVISERS TRUST reported RBB FD INC (LFSC) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.56% in 2025 Q4. The latest visible filing shows LFSC at 3.56% 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 LFSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EMERALD MUTUAL FUND ADVISERS TRUST's position in RBB FD 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
2025 Q4

LFSC was reported at 3.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.56% 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
2024 Q4 to 2025 Q4

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 EMERALD MUTUAL FUND ADVISERS TRUST held LFSC β€” position size vs. price
% of Fund (quarterly)    LFSC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,997,035 β€” 0% 3.56% $73.1M 2026-02-14 (Est.) $35.61
2025 Q3 UNCHANGED 1,997,035 β€” 0% 3.07% $59.4M 2025-10-30 $32.19
2025 Q2 UNCHANGED 1,997,035 β€” 0% 2.99% $49.2M 2025-08-04 $24.98
2025 Q1 UNCHANGED 1,997,035 β€” 0% 3.18% $44.8M 2025-05-01 $23.18
2024 Q4 INITIATED 1,997,035 β€” β€” 2.84% $46.7M 2025-02-14 $25.65

FAQ About EMERALD MUTUAL FUND ADVISERS TRUST and LFSC

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

How long has EMERALD MUTUAL FUND ADVISERS TRUST reported owning LFSC?

EMERALD MUTUAL FUND ADVISERS TRUST reported LFSC across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported LFSC position in EMERALD MUTUAL FUND ADVISERS TRUST's portfolio?

The largest reported portfolio weight for LFSC was 3.56% in 2025 Q4.

What is the latest reported LFSC position on this page?

The most recent filing on this page is 2025 Q4, when EMERALD MUTUAL FUND ADVISERS TRUST reported 1,997,035 shares, equal to 3.56% of portfolio, with an estimated market value of $73.1M.

What does the chart on this LFSC ownership page compare?

The chart compares EMERALD MUTUAL FUND ADVISERS TRUST's quarterly LFSC 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.

← Back to EMERALD MUTUAL FUND ADVISERS TRUST Holdings