Monitor for any conversion of the preferred stock or note into common shares, which could increase dilution. The blocker at 9.99% suggests the group is capped at that level, limiting near-term ownership expansion.
Price Chart
Executive Summary
ATW Partners Opportunities Management, LLC and affiliated entities filed an amended Schedule 13G disclosing beneficial ownership of 63,223 shares of La Rosa Holdings Corp., representing 9.9% of shares outstanding as of September 30, 2026. The stake is held through convertible preferred stock and a convertible note, subject to a 9.99% blocker. No prior filing is available for comparison, so the change direction is unclear.
Key Financial Metrics
Key Facts
- ATW Partners and affiliates report beneficial ownership of 63,223 shares (9.9% of outstanding) as of September 30, 2026.
- The stake is derived from convertible preferred stock (Series B and Series F) and a senior convertible promissory note, subject to a 9.99% blocker.
- Issuer had approximately 569,639 shares outstanding as of September 30, 2026, per the filing.
- Filing is an amendment (SC 13G/A), but no prior stake percentage or share count is provided for comparison.
Financial Impact
9.9% passive stake with no disclosed change from prior filing; no dollar value provided.
Risk Factors
- Potential dilution if the blocker is removed or amended, allowing conversion above 9.99%.
- No prior filing baseline makes it impossible to assess whether this is a new or increased position.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001947975-26-000020 |
| Document: 0001947975-26-000020-index-headers.html | 0001947975-26-000020 |
| Document: 0001947975-26-000020-index.html | 0001947975-26-000020 |
| Document: 0001947975-26-000020.txt | 0001947975-26-000020 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 19d ago | SC 13G/A | $1.27 | awaiting T+60 | — | $0.4260 (−66.46%) |
Oct 1, 2026 26d ago | 8-K | $1.84 | awaiting T+60 | — | $0.4260 (+76.85%) |
Sep 18, 2026 5w ago | 8-K | $2.43 | awaiting T+60 | — | $0.4260 (+82.47%) |
Sep 16, 2026 5w ago | 8-K | $2.45 | awaiting T+60 | — | $0.4260 (+82.61%) |
Aug 24, 2026 9w ago | Press Release | $0.4970 | awaiting T+60 | — | $0.4260 (−14.29%) |
Aug 18, 2026 10w ago | 8-K | $0.5790 | awaiting T+60 | — | $0.4260 (+26.42%) |
Aug 3, 2026 12w ago | 8-K | $0.8200 $0.4260 | ▲ +48.05% | ▲ +49.83% | $0.4260 (+48.05%) |
Jul 10, 2026 15w ago | 8-K | $1.07 $0.2633 | ▲ +75.39% | ▲ +78.02% | $0.4260 (+60.19%) |
Jun 10, 2026 19w ago | 8-K | $1.08 | awaiting T+60 | — | $0.4260 (+60.56%) |
Jun 5, 2026 20w ago | 8-K | $1.02 | awaiting T+60 | — | $0.4260 (+58.24%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers