Filing Research | FIVE POINT HOLDINGS LLC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	O'Keefe Stevens Advisory, Inc.	Shares	2.8MSH	$14.6M
2	LEE DANNER & BASS INC	Shares	170.0KSH	$895.9K
3	BFSG, LLC	Shares	36.3KSH	$191.3K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.7KSH	$74.8K
5	LANARK FINANCIAL, INC.	Shares	2.1KSH	$11.1K
6	TOTH FINANCIAL ADVISORY CORP	Shares	1.0KSH	$5.3K
7	Farther Finance Advisors, LLC	Shares	299SH	$1.6K
8	SBI Securities Co., Ltd.	Shares	51SH	$269
9	State of Alaska, Department of Revenue	Shares	3.5KSH	$18

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

10 / 10 loaded

#		Instrument
1	O'Keefe Stevens Advisory, Inc. added	Shares	+274.6K	+$2.5M	$14.6M
2	LEE DANNER & BASS INC unchanged	Shares	0	+$73.1K	$895.9K
3	BFSG, LLC trimmed	Shares	-500	+$13.2K	$191.3K
4	LANARK FINANCIAL, INC. new	Shares	+2.1K	+$11.1K	$11.1K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-212	+$1.9K	$74.8K
6	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$430	$5.3K
7	Farther Finance Advisors, LLC unchanged	Shares	0	+$123	$1.6K
8	SBI Securities Co., Ltd. unchanged	Shares	0	+$22	$269
9	State of Alaska, Department of Revenue unchanged	Shares	0	+$1	$18
10	LexAurum Advisors, LLC exited	Shares	-91.8K	-$444.1K	$0

Filing Research | FIVE POINT HOLDINGS LLC Institutional Holdings