LEUTHOLD FDS INC's ticker is LCR and the CUSIP is 527289789.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,680 | -20.4% | 10,319 | -18.6% | 0.02% | -25.0% |
| Q2 2023 | $392,789 | -0.5% | 12,672 | -4.7% | 0.02% | -13.0% |
| Q1 2023 | $394,753 | +38.9% | 13,291 | +35.5% | 0.02% | +21.1% |
| Q4 2022 | $284,205 | -2.3% | 9,806 | -7.4% | 0.02% | -13.6% |
| Q3 2022 | $291,000 | +0.7% | 10,594 | +2.9% | 0.02% | 0.0% |
| Q2 2022 | $289,000 | +20.4% | 10,299 | +31.9% | 0.02% | +29.4% |
| Q1 2022 | $240,000 | -2.8% | 7,810 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $247,000 | -3.1% | 7,810 | -7.9% | 0.02% | -5.3% |
| Q3 2021 | $255,000 | -6.6% | 8,476 | -6.2% | 0.02% | -13.6% |
| Q2 2021 | $273,000 | -75.1% | 9,035 | -76.1% | 0.02% | -78.4% |
| Q1 2021 | $1,098,000 | +0.6% | 37,770 | -2.3% | 0.10% | 0.0% |
| Q4 2020 | $1,091,000 | +7.6% | 38,652 | +1.6% | 0.10% | -11.3% |
| Q3 2020 | $1,014,000 | – | 38,044 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 264,421 | $7,271,919,000 | 6.83% |
| Bridgeworth, LLC | 176,086 | $4,843,000 | 1.12% |
| Arcus Capital Partners, LLC | 37,457 | $1,030,000 | 0.43% |
| Koshinski Asset Management, Inc. | 14,348 | $395,000 | 0.05% |
| Dynamic Advisor Solutions LLC | 10,594 | $291,000 | 0.02% |
| BDO Wealth Advisors, LLC | 746 | $21,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 34,845 | $959,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| UBS Group AG | 1,388 | $38,000 | 0.00% |