LD ABT SHT Durn

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Evergreen Wealth Management, LLC

NEW

Shares1,443,704

Change+1,443,704

Value$5.4M

Filed 2026-11-06

New Hampshire Trust

DECREASED

Shares1,017,526 from 1,037,457

Change-19,931 (-2%)

Value$3.8M (-$137.4K)

Filed 2026-10-20

Wealthspire Advisors, LLC

N/A

Shares— from 761,056

Change-761,056 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 91,429

Change-91,429 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Evergreen Wealth Management, LLC	NEW	1,443,704	—	+1,443,704	—	—	$5.4M	—	2026-11-06
New Hampshire Trust	DECREASED	1,017,526	1,037,457	-19,931	-2%	$4.0M	$3.8M	-$137.4K	2026-10-20
Wealthspire Advisors, LLC	N/A	—	761,056	-761,056	-100%	$2.9M	—	—	—
Ethos Financial Group, LLC	N/A	—	91,429	-91,429	-100%	$349.3K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	2	-2	-100%	$7	—	—	—

Showing 5 of 5 institutions