Number of Shares
11,050
Previous 18,390 39.91%
Holding current value
$381 Million
Previous $574 Million 33.56%
% of portfolio
0.29%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
N/A
-7,340 Reduced 39.91%
11,050 $381 Million
Q4 2024

Mar 11, 2025

BUY
N/A
18,390 New
18,390 $606 Million
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.