Filing Research | LWAY - LIFEWAY FOODS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Steadtrust LLC	Shares	16.0KSH	$477.4K
2	Crewe Advisors LLC	Shares	7.0KSH	$208.9K
3	Central Pacific Bank - Trust Division	Shares	2.0KSH	$59.7K
4	Police & Firemen's Retirement System of New Jersey	Shares	1.7KSH	$50.0K
5	Abound Wealth Management	Shares	602SH	$18.0K
6	SBI Securities Co., Ltd.	Shares	543SH	$16.2K
7	GAMMA Investing LLC	Shares	20SH	$597
8	State of Alaska, Department of Revenue	Shares	3.0KSH	$88
9	Farther Finance Advisors, LLC	Shares	1SH	$30
10	True Wealth Design, LLC	Shares	1SH	$30
11	MassMutual Private Wealth & Trust, FSB	Shares	0SH	$0

Manager changes2026-06-30 vs 2026-03-31

13 / 13 loaded

#		Instrument
1	Steadtrust LLC new	Shares	+16.0K	+$477.4K	$477.4K
2	Crewe Advisors LLC new	Shares	+7.0K	+$208.9K	$208.9K
3	Central Pacific Bank - Trust Division unchanged	Shares	0	+$21.0K	$59.7K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$17.6K	$50.0K
5	SBI Securities Co., Ltd. added	Shares	+42	+$6.5K	$16.2K
6	Abound Wealth Management unchanged	Shares	0	+$6.3K	$18.0K
7	GAMMA Investing LLC new	Shares	+20	+$597	$597
8	State of Alaska, Department of Revenue unchanged	Shares	0	+$31	$88
9	True Wealth Design, LLC new	Shares	+1	+$30	$30
10	MassMutual Private Wealth & Trust, FSB new	Shares	0	$0	$0
11	Sound Income Strategies, LLC exited	Shares	-4	-$91	$0
12	Farther Finance Advisors, LLC trimmed	Shares	-280	-$6.4K	$30
13	Byrne Asset Management LLC exited	Shares	-12.8K	-$248.5K	$0

Filing Research | LWAY - LIFEWAY FOODS INC Institutional Holdings