Signals

CUSIP:50540R409

16 in-universe funds with a nonzero position in CUSIP:50540R409 within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#10125
Score / z0.000 / -0.00
Consensus5.57 over 12 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Athena Investment Management CIK 0001921093 0.240 132 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS & CO/CA CIK 0001055544 0.441 134 0.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAYBROOK CAPITAL /NC CIK 0001044924 0.765 42 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 0.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Pettee Investors, Inc. CIK 0001596901 0.326 115 0.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 0.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Argyle Capital Management, LLC CIK 0001321194 0.239 138 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sawyer & Company, Inc CIK 0001722436 0.286 202 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CUSIP:50540R409). Qtrs Held counts distinct quarters this fund has actually held CUSIP:50540R409 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:50540R409 position size. Δ columns are the percentage-point change in CUSIP:50540R409's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status