Security key
53216B104
- Security type / class
- Equity / COM
- Total 13F shares
- 5,769,940
- Total 13F value
- $25,098,482
- Share change
- +97,335
- Put/Call ratio
- 43%
- SEC-reported price per share
- $4.35
- Number of holders
- 51
- Value change
- +$728,751
- Number of buys
- 26
- Number of sells
- 15
Open additional details 1 more signal available
Report period
Q2 2023
Institutions
51
Top holders
10
LFMD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2023
Previous quarter: Q1 2023
LifeMD, Inc. SEC filings
LifeMD, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 53216B104
Recent filing periods:
Ownership snapshot
Top reported holders of LFMD - LifeMD, Inc. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Happy David Walters
Disclosed value leader
Happy David Walters
Comparable rows
0/15
Latest evidence
20 Jun 2023
3/4/5
13F
Highest disclosed value: $5,415,369
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Happy David Walters has the largest disclosed position value at $5.42M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Happy David Walters's linked filing trail.
Disclosed position value
Top 5
Happy David Walters
$5.42M
Bertrand Velge
$3.19M
ROYCE & ASSOCIATES LP
$1.82M
BRC Group Holdings, Inc.
$1.57M
VANGUARD GROUP INC
$1.2M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Happy David Walters |
3/4/5
Former Director
|
—
class O/S missing
|
$5,415,369
2,148,956 shares
|
— | 14 Sep 2021 |
| Bertrand Velge |
3/4/5
Director
|
—
class O/S missing
|
$3,190,693
1,266,148 shares
|
— | 14 Jun 2023 |
| ROYCE & ASSOCIATES LP |
13F
Company
|
—
class O/S missing
|
$1,819,139
1,070,082 shares
|
— | 31 Mar 2023 |
| BRC Group Holdings, Inc. |
13F
Company
|
—
class O/S missing
|
$1,567,477
922,045 shares
|
— | 31 Mar 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$1,203,829
708,135 shares
|
— | 31 Mar 2023 |
| William J. Febbo |
3/4/5
Director, Consultant
|
—
mixed-class rows
|
$1,134,000
487,500 shares
mixed-class rows
|
— | 20 Jun 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
51
Shares
5,769,940
Rows available
51
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
42
Q2 2023 holders
51
Holder diff
9
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend