• 13F History

Lionshead Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$138M
Signature - Title
Scott D. Lasky - Managing Member and Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Lionshead Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lionshead Wealth Management, LLC reported 114 stock holdings with total value $138M as of Q4 2024. Top holdings included AAPL, DFAT, BIV, EZM, and HYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 114 $138M $0 $0 AAPL, DFAT, BIV, EZM, HYG 13F-HR 2/14/2025, 02:50 PM