JNBA Financial Advisors LCUT β€” LIFETIME BRANDS INC

Ownership history in JNBA Financial Advisors  Β·  2 quarters on record

AI Ownership Summary

JNBA Financial Advisors reported LIFETIME BRANDS INC (LCUT) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows LCUT at 0.00% 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 LCUT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JNBA Financial Advisors's position in LIFETIME BRANDS 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

LCUT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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 JNBA Financial Advisors held LCUT β€” position size vs. price
% of Fund (quarterly)    LCUT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 1,216 β€” 0% 0.00% $7K 2026-04-23 $6.61
2025 Q4 INITIATED β€” β€” β€” 1,216 β€” β€” 0.00% $5K 2026-01-26 $3.84

🏒 Other funds also holding LCUT

As of 2026 Q1 β€” sorted by position size

Values First Advisors, Inc. 3Y 0.06% Investors Research Corp 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About JNBA Financial Advisors and LCUT

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

How long has JNBA Financial Advisors reported owning LCUT?

JNBA Financial Advisors reported LCUT across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported LCUT position in JNBA Financial Advisors's portfolio?

The largest reported portfolio weight for LCUT was 0.00% in 2026 Q1.

What is the latest reported LCUT position on this page?

The most recent filing on this page is 2026 Q1, when JNBA Financial Advisors reported 1,216 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this LCUT ownership page compare?

The chart compares JNBA Financial Advisors's quarterly LCUT 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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