SWM
LTBR icon

SHP Wealth Management’s Lightbridge LTBR Stock Holding History

SHP Wealth Management’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
Q1 		$8.14K Hold
763
– – ﹤0.01% 956
2025
Q4 		$9.65K Buy
+763
New +$14.7K ﹤0.01% 841

Other funds holding LTBR

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SHP Wealth Management's LTBR Position: Q1 2026 in Review

SHP Wealth Management held its Lightbridge (LTBR) position steady in Q1 2026 at 763 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

SHP Wealth Management first reported a position in LTBR in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.65K in Q4 2025. 135 funds tracked by Wall St. Rank hold LTBR as of Q1 2026.

  • SHP Wealth Management held 763 shares of Lightbridge worth $8.14K as of Q1 2026.
  • SHP Wealth Management left its Lightbridge share count unchanged in Q1 2026.
  • Lightbridge made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #956 holding.
  • SHP Wealth Management first reported a position in Lightbridge in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Lightbridge position peaked at $9.65K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Lightbridge as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.