SBI Securities Co., Ltd. LWAY Lifeway Foods Inc

Ownership history in SBI Securities Co., Ltd.  ·  6 quarters on record

AI Ownership Summary

SBI Securities Co., Ltd. reported Lifeway Foods Inc (LWAY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows LWAY 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 LWAY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SBI Securities Co., Ltd.'s position in Lifeway Foods 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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 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 SBI Securities Co., Ltd. held LWAY — position size vs. price
% of Fund (quarterly)    LWAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 501 0% 0.00% $10K 2026-04-28 $27.47
2025 Q4 UNCHANGED 501 0% 0.00% $12K 2026-02-03 $21.67
2025 Q3 UNCHANGED 501 0% 0.00% $14K 2025-11-05 $25.29
2025 Q2 UNCHANGED 501 0% 0.00% $12K 2025-08-08 $27.75
2025 Q1 UNCHANGED 501 0% 0.00% $12K 2025-05-02 $23.56
2024 Q4 INITIATED 501 0.00% $12K 2025-02-06 $22.30

FAQ About SBI Securities Co., Ltd. and LWAY

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

How long has SBI Securities Co., Ltd. reported owning LWAY?

SBI Securities Co., Ltd. reported LWAY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LWAY position in SBI Securities Co., Ltd.'s portfolio?

The largest reported portfolio weight for LWAY was 0.00% in 2025 Q1.

What is the latest reported LWAY position on this page?

The most recent filing on this page is 2026 Q1, when SBI Securities Co., Ltd. reported 501 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this LWAY ownership page compare?

The chart compares SBI Securities Co., Ltd.'s quarterly LWAY 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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