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Lifetime Wealth Management P.C. → AB
Lifetime Wealth Management P.C. AB Position History
AllianceBernstein Holding L.P. • Financial Services
Quarters held
5
Latest value
$787K
Q3 2026
Peak value
$1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $632K |
| Q4 2025 | $1M |
| Q1 2026 | $990K |
| Q2 2026 | $917K |
| Q3 2026 | $787K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $787K | 22.6K | — | — |
| Q2 2026 | $917K | 26.1K | — | — |
| Q1 2026 | $990K | 26.4K | — | — |
| Q4 2025 | $1M | 26.4K | — | — |
| Q4 2025 | $632K | 22 | — | — |