Stone Ridge Trust V
LENDX- SEC CIK
- 0001658645
No open-market purchases or sales by Stone Ridge Trust V insiders were filed in the last 90 days; 1 institution reported holding it in 13F filings for Q2 2026, worth $683.8K in total; no superinvestor holds it.
Holders of 5% or more of LENDX
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Stone Ridge Trust V, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, LLC | 13G/A | 6.80%2.54M shares | – | Feb 2, 20242 filings | Feb 7, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
2 Schedule 13D and 13G filings on Stone Ridge Trust V, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Feb 7, 20252:19 PM ET | Halbert Hargrove Global Advisors, LLC | 13G/A | 6.80%2.54M shares | – | Dec 31, 2024 | SEC |
| Feb 2, 2024 | Halbert Hargrove Global Advisors, LLC | 13GOld format | – | New | – | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Stone Ridge Trust V shares.
No Form 144 notices for Stone Ridge Trust V are on file.