Security Snapshot

STONE RIDGE TR - LIFEX 2060 LONGE (LFAW) Institutional Ownership

CUSIP: 86172B676

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

Latest Period

Q4 2025

Institutions Reporting

4

Shares (Excl. Options)

17,262

Price

$179.67

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Type / Class
Equity / LIFEX 2060 LONGE
Symbol
LFAW
Price per share
$184.47
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
17,262
Total reported value
$3,101,532
% of total 13F portfolios
0%
Share change
+381
Value change
+$68,456
Number of holders
4
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • LFAW - STONE RIDGE TR - LIFEX 2060 LONGE is tracked under CUSIP 86172B676.
  • 4 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 4 to 4 between Q3 2025 and Q4 2025.
  • Reported value moved from $3,081,687 to $3,101,532.

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 4 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 86172B676?
CUSIP 86172B676 identifies LFAW - STONE RIDGE TR - LIFEX 2060 LONGE 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, 4 institutional investors reported holding 17,262 shares of STONE RIDGE TR - LIFEX 2060 LONGE (LFAW).

Institutional Holders of STONE RIDGE TR - LIFEX 2060 LONGE (LFAW) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 17,262 $3,101,532 +$68,456 $179.67 4
2025 Q3 16,881 $3,081,687 +$3,081,687 $182.55 4
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