First seen by DFX
Sep 12, 2026
date not stated
LGL Partners named as in-care-of on Brook J Lenfest Foundation Inc ($12,125,149 in assets)
First seen by DFX
Sep 12, 2026
date not stated
LGL Partners: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 289784, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
LGL Partners, LLC reported $242,881,408 across 66 13(f) positions for the quarter ended 2026-03-31
LGL Partners, LLC reported $234,313,574 across 53 13(f) positions for the quarter ended 2025-12-31
LGL Partners, LLC reduced Berkshire Hathaway Inc Del 4 -> 3 shares ($3,016,800 -> $2,264,400)
LGL Partners, LLC reported $234,824,303 across 57 13(f) positions for the quarter ended 2025-09-30
LGL Partners, LLC reported $225,289,954 across 57 13(f) positions for the quarter ended 2025-06-30
LGL Partners, LLC reported $207,305,023 across 53 13(f) positions for the quarter ended 2025-03-31
LGL Partners, LLC exited Alphabet Inc (was $3,644,989, 19,255 shares)
LGL Partners, LLC exited Ishares Tr (was $2,740,693, 31,383 shares)
LGL Partners, LLC reduced 2023 Etf Series Trust II 248,286 -> 164,408 shares ($7,937,711 -> $5,147,326)
LGL Partners, LLC increased Berkshire Hathaway Inc Del 1 -> 4 shares ($680,920 -> $3,193,766)
LGL Partners, LLC reduced Apple Inc 21,518 -> 1,107 shares ($5,388,641 -> $245,938)
LGL Partners, LLC reduced Dimensional Etf Trust 55,743 -> 17,173 shares ($3,553,616 -> $1,038,623)
LGL Partners, LLC reduced EA Series Trust 384,687 -> 9,000 shares ($42,423,282 -> $1,003,410)
LGL Partners, LLC reduced Invesco Qqq Tr 32,083 -> 20,459 shares ($16,401,571 -> $9,608,131)
LGL Partners, LLC reduced Ishares Tr 309,894 -> 101,900 shares ($19,008,889 -> $6,295,376)
LGL Partners, LLC reduced Ishares Tr 109,734 -> 42,832 shares ($64,598,225 -> $24,067,553)
LGL Partners, LLC reduced Ishares Tr 28,440 -> 2,686 shares ($3,030,263 -> $283,196)
LGL Partners, LLC reduced Microsoft Corp 4,864 -> 1,769 shares ($2,050,106 -> $663,975)
LGL Partners, LLC reduced Vanguard Index Fds 464,925 -> 1,807 shares ($250,506,343 -> $928,774)
LGL Partners, LLC exited Amazon Com Inc (was $3,381,677, 15,414 shares)
LGL Partners, LLC exited FS Kkr Cap Corp (was $4,922,621, 226,640 shares)
LGL Partners, LLC exited Ishares Tr (was $6,744,742, 20,179 shares)
LGL Partners, LLC exited Palladyne Ai Corp (was $2,303,042, 187,697 shares)
LGL Partners, LLC exited Vanguard Bd Index Fds (was $34,588,568, 480,998 shares)
LGL Partners, LLC exited Vanguard Index Fds (was $4,821,019, 16,635 shares)
LGL Partners, LLC reported $689,033,975 across 126 13(f) positions for the quarter ended 2024-12-31