LST · Insider trading · 13F holders · Congress trades
Managed Portfolio Ser (LST)
Who is buying and selling LST: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
LST at a glance
- No open-market insider purchases or sales of LST were filed in the last 90 days.
- 4 13F filers hold LST among their 50 largest positions, worth $29.0M combined. The biggest bets by portfolio weight are Welch Financial Planning, LLC (6.0%), Castleview Partners, LLC (2.2%) and Bison Wealth, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in LST.
LST insider trading
No open-market insider purchases or sales of LST were filed in the last 90 days.
Who owns LST? Hedge funds and superinvestors
4 13F filers hold LST among their 50 largest positions, worth $29.0M combined. The biggest bets by portfolio weight are Welch Financial Planning, LLC (6.0%), Castleview Partners, LLC (2.2%) and Bison Wealth, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Bison Wealth, LLCWealth manager | 1.0% | $11.9M | 247,384 | +9.1% shares | Q3 2026 |
| Welch Financial Planning, LLCWealth manager | 6.0% | $10.2M | 218,880 | +6.7% shares | Q2 2026 |
| Castleview Partners, LLCWealth manager | 2.2% | $5.0M | 106,268 | +1.7% shares | Q3 2026 |
| Private Client Services, LLCWealth manager | 0.5% | $1.9M | 40,486 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 1). Screen LST in the grand portfolio →
LST stock trades by members of Congress
No member of Congress has disclosed a trade in LST.
LST questions and answers
Are insiders buying LST stock?
No open-market insider purchases or sales of LST were filed in the last 90 days.
Which hedge funds own LST?
4 13F filers hold LST among their 50 largest positions, worth $29.0M combined. The biggest bets by portfolio weight are Welch Financial Planning, LLC (6.0%), Castleview Partners, LLC (2.2%) and Bison Wealth, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded LST?
No member of Congress has disclosed a trade in LST.
Who is the largest holder of LST?
Among 13F filers, Bison Wealth, LLC reports the largest LST position, $11.9M (247,384 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Welch Financial Planning, LLC's: 6.0% of its portfolio.
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