Security Snapshot

STONE RIDGE TR - LIFEX 2065 INF (LIBD) Institutional Ownership

CUSIP: 86172B627

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Latest Period

Q4 2025

Institutions Reporting

3

Shares (Excl. Options)

14,700

Price

$281.74

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place.

Type / Class
Equity / LIFEX 2065 INF
Symbol
LIBD
Price per share
$275.93
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
14,700
Total reported value
$4,141,589
% of total 13F portfolios
0%
Share change
+3,190
Value change
+$898,806
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • LIBD - STONE RIDGE TR - LIFEX 2065 INF is tracked under CUSIP 86172B627.
  • 3 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 2 to 3 between Q3 2025 and Q4 2025.
  • Reported value moved from $3,309,779 to $4,141,589.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 3 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 86172B627?
CUSIP 86172B627 identifies LIBD - STONE RIDGE TR - LIFEX 2065 INF in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 3 institutional investors reported holding 14,700 shares of STONE RIDGE TR - LIFEX 2065 INF (LIBD).

Institutional Holders of STONE RIDGE TR - LIFEX 2065 INF (LIBD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 14,700 $4,141,589 +$898,806 $281.74 3
2025 Q3 11,510 $3,309,779 +$3,309,779 $287.56 2
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .