Security key
53960E205
CUSIP: 53960E205
Security key
53960E205
Report period
Q3 2026
Institutions
1
Top holders
1
Broader feeds
Reporting periods
Recent filing periods:
Ownership snapshot
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.
Quick read
2 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.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Live Oak Ventures, LLC |
13D/G
Charles R. Schwab
|
84%
Reported 13D/G
· 07 Aug 2026
|
—
29,424,092 shares
|
$0 | 07 Aug 2026 |
| Wheat Wind Farms, LLC |
13D/G
Craig M. Hurlbert
|
7.4%
Reported 13D/G
· 02 Jul 2026
|
$2,239,618
1,683,923 shares
|
+$379,579 | 02 Jul 2026 |
| Charles R. Schwab |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$50,295,230
23,570,631 shares
mixed-class rows
|
— | 07 Aug 2026 |
| Travis M. Joyner |
3/4/5
Chief Technology Officer, Director, 10%+ Owner
|
—
denominator unverified
|
$2,384,593
1,285,010 shares
|
— | 20 Dec 2024 |
| Leo Investors III LP |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$1,628,580
1,063,259 shares
mixed-class rows
|
— | 03 Jan 2023 |
| Mark Alan McKinney |
3/4/5
Chief Operating Officer
|
—
denominator unverified
|
$3,292,035
1,531,179 shares
|
— | 02 Sep 2022 |
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
Investor-level positions for this CUSIP, loaded as an interactive table.
| 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.
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).