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Lifex 2055 Inf-Prt Long-Inc (LIAM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Porter White Investment Advisors, Inc.
INCREASED
Shares8,610 from 4,305
Change+4,305 (+100%)
Value$1.9M (+$856.8K)
Filed 2026-10-14
Susquehanna International Group, LLP
N/A
Shares— from 11,813
Change-11,813 (-100%)
Value—
Stone Ridge Holdings Group LP
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
UBS Group AG
N/A
Shares— from 129
Change-129 (-100%)
Value—
Status
Porter White Investment Advisors, Inc.
INCREASED8,6104,305+4,305+100%$1.0M$1.9M+$856.8K2026-10-14
Susquehanna International Group, LLP
N/A—11,813-11,813-100%$2.8M———
Stone Ridge Holdings Group LP
N/A—4,664-4,664-100%$1.1M———
UBS Group AG
N/A—129-129-100%$30.5K———
Showing 4 of 4 institutions