SEC 13F Intelligence

Lionsbridge Wealth Management LLC / LDUR

Lionsbridge Wealth Management LLC’s Pimco Etf Tr Position

Does Lionsbridge Wealth Management LLC own Pimco Etf Tr (LDUR)? Not currently — the last reported position was 55.1K shares worth $5M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q3 2023
Shares
55.1K
% of Portfolio
+4.89%
Quarters Held
5
position exited

Position History LDUR

Reported value by quarter
Q3 ’22: $1MQ3 ’22Q4 ’22: $5MQ4 ’22Q1 ’23: $5MQ1 ’23Q2 ’23: $5MQ2 ’23Q3 ’23: $5MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202355.1K$5M+4.89%
Q2 202355.1K$5M+4.61%
Q1 202353.8K$5M+4.71%
Q4 202257.3K$5M+5.27%
Q3 202211.9K$1M+1.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of LDUR.