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Lifex 2065 Inf-Prt Long-Inc (LIBD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Stone Ridge Holdings Group LP
UNCHANGED
Shares5,632 from 5,632
Change0 (0%)
Value$1.4M (-$139.7K)
Filed 2026-11-06
Porter White Investment Advisors, Inc.
INCREASED
Shares4,966 from 4,424
Change+542 (+12%)
Value$1.3M (+$27.9K)
Filed 2026-10-14
Susquehanna International Group, LLP
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Status
Stone Ridge Holdings Group LP
UNCHANGED5,6325,63200%$1.6M$1.4M-$139.7K2026-11-06
Porter White Investment Advisors, Inc.
INCREASED4,9664,424+542+12%$1.2M$1.3M+$27.9K2026-10-14
Susquehanna International Group, LLP
N/A—4,016-4,016-100%$1.1M———
Showing 3 of 3 institutions