LORD ABBETT SECURITIES TRUST - LGLIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Gravity Asset Management, Inc. | History | Reduced | 714 | 40 | 0.01% | 0.01% | 1 | -378 | -34.62% | Q4 2025 | Feb 13, 2026 |
| Redwood Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -11,714 | -100.0% | Q3 2025 | Oct 24, 2025 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.01% | — | -471 | -100.0% | Q3 2025 | Nov 14, 2025 |