The LGL Group, Inc.
US ˙ NYSEAM ˙ US50186A1088

SecurityLGL / The LGL Group, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership99,240 shares
Latest Disclosed Value $ 689,718
Dimensional Fund Advisors Lp ownership in LGL / The LGL Group, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 99,240 shares of The LGL Group, Inc. (US:LGL) valued at $689,718 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 99,240 shares of The LGL Group, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $706,589 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F LGL GROUP COM 50186A108 99,240 0 0.00 690 20.88 0.0000
2026-02-12 2025-12-31 13F LGL GROUP COM 50186A108 99,240 -1,300 -1.29 571 -14.93 0.0001
2025-11-12 2025-09-30 13F LGL GROUP COM 50186A108 100,540 -1,872 -1.83 671 -14.10 0.0001
2025-08-12 2025-06-30 13F LGL GROUP COM 50186A108 102,412 0 0.00 780 16.77 0.0002
2025-05-13 2025-03-31 13F LGL GROUP COM 50186A108 102,412 0 0.00 669 9.33 0.0002
2025-02-13 2024-12-31 13F LGL GROUP COM 50186A108 102,412 502 0.49 611 -2.08 0.0001
2024-11-07 2024-09-30 13F LGL GROUP COM 50186A108 101,910 4 0.00 625 14.08 0.0002
2024-08-09 2024-06-30 13F LGL GROUP COM 50186A108 101,906 0 0.00 547 -15.46 0.0001
2024-05-10 2024-03-31 13F LGL GROUP COM 50186A108 101,906 0 0.00 647 3.52 0.0002
2024-02-07 2023-12-31 13F LGL GROUP COM 50186A108 101,906 0 0.00 626 43.02 0.0002
2023-11-09 2023-09-30 13F LGL GROUP COM 50186A108 101,906 0 0.00 437 -9.90 0.0001
2023-08-09 2023-06-30 13F LGL GROUP COM 50186A108 101,906 0 0.00 485 11.24 0.0002
2023-05-12 2023-03-31 13F LGL GROUP COM 50186A108 101,906 0 0.00 436 0.0001
2023-02-09 2022-12-31 13F LGL GROUP COM 50186A108 101,906 2,936 2.97 0 -100.00 0.0001
2022-11-10 2022-09-30 13F LGL GROUP COM 50186A108 98,970 2,618 2.72 1,120 -10.47 0.0004
2022-08-12 2022-06-30 13F LGL GROUP COM 50186A108 96,352 300 0.31 1,251 18.92 0.0004
2022-05-13 2022-03-31 13F LGL GROUP COM 50186A108 96,052 -1,080 -1.11 1,052 -4.97 0.0003
2022-02-09 2021-12-31 13F LGL GROUP COM 50186A108 97,132 -803 -0.82 1,107 -18.06 0.0003
2021-11-12 2021-09-30 13F LGL GROUP COM 50186A108 97,935 -2,885 -2.86 1,351 28.67 0.0004
2021-08-12 2021-06-30 13F LGL GROUP COM 50186A108 100,820 157 0.16 1,050 -5.06 0.0003
2021-05-14 2021-03-31 13F LGL GROUP COM 50186A108 100,663 -2,086 -2.03 1,106 -14.13 0.0004
2021-03-08 2020-12-31 13F/A-2 LGL GROUP COM 50186A108 102,749 0 0.00 1,288 40.46 0.0005
2021-02-11 2020-12-31 13F LGL GROUP COM 50186A108 102,749 0 1,288 465.1571
2020-11-12 2020-09-30 13F LGL GROUP COM 50186A108 102,749 -7,170 -6.52 917 -1.82 0.0004
2020-08-13 2020-06-30 13F LGL GROUP COM 50186A108 109,919 0 0.00 934 -4.89 0.0004
2020-05-14 2020-03-31 13F LGL GROUP COM 50186A108 109,919 4,016 3.79 982 -38.20 0.0005
2020-02-14 2019-12-31 13F LGL GROUP COM 50186A108 105,903 0 0.00 1,589 45.78 0.0006
2019-11-12 2019-09-30 13F LGL GROUP COM 50186A108 105,903 2,433 2.35 1,090 29.30 0.0004
2019-08-13 2019-06-30 13F LGL GROUP COM 50186A108 103,470 -225 -0.22 843 24.34 0.0003
2019-08-12 2019-03-31 13F/A-2 LGL GROUP COM 50186A108 103,695 0 0.00 678 7.11 0.0003
2019-05-10 2019-03-31 13F LGL GROUP COM 50186A108 103,695 0 678
2019-02-26 2018-12-31 13F/A-1 LGL GROUP COM 50186A108 103,695 0 0.00 633 -13.99 0.0003
2019-02-13 2018-12-31 13F LGL GROUP COM 50186A108 103,695 0 633
2018-11-13 2018-09-30 13F LGL GROUP COM 50186A108 103,695 -1,409 -1.34 736 35.54 0.0003
2018-08-10 2018-06-30 13F LGL GROUP COM 50186A108 105,104 -14,496 -12.12 543 -18.83 0.0002
2018-05-11 2018-03-31 13F LGL GROUP COM 50186A108 119,600 0 0.00 669 -0.45 0.0003
2018-02-12 2017-12-31 13F LGL GROUP COM 50186A108 119,600 48,992 69.39 672 69.70 0.0003
2017-11-13 2017-09-30 13F LGL GROUP COM 50186A108 70,608 0 0.00 396 16.47 0.0002
2017-08-11 2017-06-30 13F LGL GROUP COM 50186A108 70,608 0 0.00 340 -4.76 0.0002
2017-05-12 2017-03-31 13F LGL GROUP COM 50186A108 70,608 -774 -1.08 357 -0.28 0.0002
2017-02-09 2016-12-31 13F LGL GROUP COM 50186A108 71,382 -1,580 -2.17 358 16.99 0.0002
2016-11-10 2016-09-30 13F LGL GROUP COM 50186A108 72,962 0 0.00 306 28.03 0.0002
2016-08-09 2016-06-30 13F LGL GROUP COM 50186A108 72,962 -100 -0.14 239 -0.42 0.0001
2016-05-13 2016-03-31 13F LGL GROUP COM 50186A108 73,062 0 0.00 240 -11.11 0.0001
2016-02-10 2015-12-31 13F LGL GROUP COM 50186A108 73,062 0 0.00 270 2.66 0.0002
2015-11-13 2015-09-30 13F LGL GROUP COM 50186A108 73,062 0 0.00 263 -20.30 0.0002
2015-08-14 2015-06-30 13F LGL GROUP COM 50186A108 73,062 -1,398 -1.88 330 9.27 0.0002
2015-05-14 2015-03-31 13F LGL GROUP COM 50186A108 74,460 -3,100 -4.00 302 8.63 0.0002
2015-02-06 2014-12-31 13F LGL GROUP COM 50186A108 77,560 -3,600 -4.44 278 -12.30 0.0002
2014-11-13 2014-09-30 13F LGL GROUP COM 50186A108 81,160 -300 -0.37 317 -20.35 0.0002
2014-08-08 2014-06-30 13F LGL GROUP COM 50186A108 81,460 0 0.00 398 -7.44 0.0003
2014-05-14 2014-03-31 13F LGL GROUP COM 50186A108 81,460 0 0.00 430 -2.49 0.0003
2014-02-12 2013-12-31 13F LGL GROUP COM 50186A108 81,460 0 0.00 441 -9.82 0.0003
2013-11-13 2013-09-30 13F LGL GROUP COM 50186A108 81,460 0 0.00 489 -8.08 0.0004
2013-08-15 2013-06-30 13F LGL GROUP COM 50186A108 81,460 81,460 532 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.