Lifex 2055 Inf-PRT Long-Inc.LIAMETF

13F holders, Q4 2025 (December 31)
3holders −1
0new positions
1sold out
$239.64avg. 13F price*

At the end of Q4 2025, 3 institutions reported holding Lifex 2055 Inf-PRT Long-Inc. (LIAM) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Stone Ridge Holdings Group LP ($1.1M), Porter White Investment Advisors, Inc. ($1.0M) and Susquehanna International Group, LLP ($236K).

Company
Lifex 2055 Inf-PRT Long-Inc.
Filed as
STONE RIDGE TR (Q4 2025)
CUSIP
86172B643
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q3 2025: 4Q3 2025Q4 2025: 3Q4 2025Q1 2026: 4Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits1$488

All 13F filers, Q3 2025 → Q4 2025: 3,921 shares sold, net −3,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Stone Ridge Holdings Group LP 5.42% Reduce -0.0% 4,664 $1.1M
Porter White Investment Advisors, Inc. 0.42% No change 4,305 $1.0M
Susquehanna International Group, LLP 0.00% Reduce -79.9% 983 $236K

"% of holder's portfolio" is LIAM's weight in each manager's 13F, not the share of Lifex 2055 Inf-PRT Long-Inc. the manager owns.