Number of Shares
119,355
Previous 99,619 19.81%
Holding current value
$4.5 Billion
Previous $3.51 Billion 28.03%
% of portfolio
2.97%
Previous 2.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
N/A
19,736 Added 19.81%
119,355 $4.5 Billion
Q2 2025

Aug 11, 2025

BUY
N/A
11,095 Added 12.53%
99,619 $3.51 Billion
Q1 2025

May 12, 2025

BUY
N/A
8,807 Added 11.05%
88,524 $2.86 Billion
Q4 2024

Mar 11, 2025

BUY
N/A
79,717 New
79,717 $2.65 Billion
Track This Portfolio

Track Lighthouse Financial LLC Portfolio

Follow Lighthouse Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lighthouse Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lighthouse Financial LLC with notifications on news.