Essential Partners
LTBR icon

Essential Partners’s Lightbridge LTBR Stock Holding History

Essential Partners’s Portfolio LTBR Stock Details LTBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.06K Sell
646
-38
-6% -$297 ﹤0.01% 1611
2026
Q2 		$6.01K Sell
684
-83
-11% -$935 ﹤0.01% 1461
2026
Q1 		$8.18K Buy
767
+130
+20% +$1.81K ﹤0.01% 1343
2025
Q4 		$8.05K Hold
637
– – ﹤0.01% 1248
2025
Q3 		$13.5K Hold
637
– – ﹤0.01% 1048
2025
Q2 		$8.52K Buy
+637
New +$7.03K ﹤0.01% 893

Other funds holding LTBR

SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
LeConte Wealth Management
LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Wolff Wiese Magana
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Essential Partners's LTBR Position: Q3 2026 in Review

Essential Partners reduced its Lightbridge (LTBR) stake by 5.6% in Q3 2026, selling an estimated $297 and leaving 646 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Essential Partners first reported a position in LTBR in Q2 2025 and has held it in 6 quarters since. The position peaked at $13.5K in Q3 2025. 16 funds tracked by Wall St. Rank hold LTBR as of Q3 2026.

  • Essential Partners held 646 shares of Lightbridge worth $4.06K as of Q3 2026.
  • Essential Partners sold 38 Lightbridge shares in Q3 2026, an estimated $297.
  • Lightbridge made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1611 holding.
  • Essential Partners first reported a position in Lightbridge in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Lightbridge position peaked at $13.5K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Lightbridge as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.