SEC 13F Intelligence

Lionsbridge Wealth Management LLC / PAVE

Lionsbridge Wealth Management LLC’s Global X Fds Position

Does Lionsbridge Wealth Management LLC own Global X Fds (PAVE)? Not currently — the last reported position was 50.0K shares worth $1M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q3 2022
Shares
50.0K
% of Portfolio
+1.32%
Quarters Held
6
position exited

Position History PAVE

Reported value by quarter
Q1 ’21: $1MQ1 ’21Q2 ’21: $1MQ2 ’21Q3 ’21: $1MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ1 ’22Q3 ’22: $1MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202250.0K$1M+1.32%
Q1 202253.8K$2M+1.76%
Q4 202155.5K$2M+1.72%
Q3 202157.2K$1M+1.57%
Q2 202157.4K$1M+1.58%
Q1 202157.5K$1M+1.40%

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 PAVE.