LSAT — TWO RDS SHARED TR

Ownership history in Spire Wealth Management  ·  9 quarters on record

AI Ownership Summary

Spire Wealth Management reported TWO RDS SHARED TR (LSAT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.2% in 2024 Q3. The latest visible filing shows LSAT at 0.04% 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 LSAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in TWO RDS SHARED TR, 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

LSAT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q3

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

Time in book
Holding Window
2023 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.

LSAT stock page Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management held LSAT — position size vs. price
% of Fund (quarterly)    LSAT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 32,239 -48,565 -60.1% 0.04% $1.3M 2026-02-14 (Est.) $40.18
2025 Q3 REDUCED 80,804 -7,754 -8.8% 0.11% $3.3M 2025-10-23 $40.27
2025 Q2 REDUCED 88,558 -46,720 -34.5% 0.12% $3.4M 2025-08-04 $39.33
2025 Q1 REDUCED 135,278 -2,458 -1.8% 0.17% $5.4M 2025-04-23 $37.33
2024 Q4 REDUCED 137,736 -6,001 -4.2% 0.17% $5.5M 2025-01-24 $40.20
2024 Q3 REDUCED 143,737 -2,448 -1.7% 0.20% $6.0M 2024-10-15 $40.20
2024 Q2 REDUCED 146,185 -1,476 -1.0% 0.20% $5.6M 2024-07-31 $38.61
2024 Q1 REDUCED 147,661 -2,503 -1.7% 0.10% $5.7M 2024-04-24 $36.14
2023 Q4 INITIATED 150,164 — — 0.17% $5.2M 2024-02-06 $33.82

🏢 Other funds also holding LSAT

As of 2025 Q4 — sorted by position size

Redwood Investment Management, LLC 3Y 7Y 3.63% Aurora Private Wealth, Inc. 3Y 0.17% Coppell Advisory Solutions LLC 3Y 0.06% Gladstone Institutional Advisory LLC 3Y 7Y 0.02% IHT Wealth Management, LLC 3Y 7Y 0.02% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% GREAT VALLEY ADVISOR GROUP, INC. 3Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.01% Cetera Investment Advisers 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.0%

FAQ About Spire Wealth Management and LSAT

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

How long has Spire Wealth Management reported owning LSAT?

Spire Wealth Management reported LSAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LSAT position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for LSAT was 0.20% in 2024 Q3.

What is the latest reported LSAT position on this page?

The most recent filing on this page is 2025 Q4, when Spire Wealth Management reported 32,239 shares, equal to 0.04% of portfolio, with an estimated market value of $1.3M.

What does the chart on this LSAT ownership page compare?

The chart compares Spire Wealth Management's quarterly LSAT 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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