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Lehman Brothers First Trust IOF shares owned by Brian McDonald

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Lehman Brothers First Trust IOF

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All positions including Lehman Brothers First Trust IOF held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lehman Brothers First Trust IOF by Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 2.9k 7.50
2025-06-30 $22k 3.0k 7.58
2025-03-31 $23k 3.0k 7.64
2024-12-31 $41k 5.4k 7.49
2024-09-30 $47k 5.4k 8.67
2024-06-30 $40k 5.2k 7.82
2024-03-31 $70k 8.7k 8.06
2023-09-30 $71k 9.4k 7.53