LCLG ADVISORS SER TR

Ownership history in TOWNSQUARE CAPITAL LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which TOWNSQUARE CAPITAL LLC reported a position in ADVISORS SER TR (LCLG). 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
4.58% (2025 Q4)
Avg. % of fund
1.95%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 324,877 -9,744 -2.9% 4.58% $20.4M $62.85
2025 Q3 ADDED 334,621 +16,892 +5.3% 3.18% $21.0M $62.75
2025 Q2 ADDED 317,729 +6,209 +2.0% 1.73% $17.8M $55.99
2025 Q1 ADDED 311,520 +107,431 +52.6% 0.16% $14.9M $47.69
2024 Q4 INITIATED 204,089 0.12% $10.9M $53.20
% of Fund (quarterly)    LCLG price (monthly, adj. close)
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