LSAT — TWO RDS SHARED TR

Ownership history in Yardley Wealth Management LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Yardley Wealth Management LLC reported a position in TWO RDS SHARED TR (LSAT). 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
0.16% (2024 Q3)
Avg. % of fund
0.13%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 5,211 — 0% 0.12% $216K $40.61
2025 Q2 REDUCED 5,211 -913 -14.9% 0.11% $206K $38.86
2025 Q1 REDUCED 6,124 -297 -4.6% 0.14% $246K $39.36
2024 Q4 UNCHANGED 6,421 — 0% 0.13% $258K $39.47
2024 Q3 INITIATED 6,421 — — 0.16% $268K $40.45
% of Fund (quarterly)    LSAT price (monthly, adj. close)

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% Spire Wealth Management 3Y 0.04% 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%
← Back to Yardley Wealth Management LLC Holdings