STOCK TITAN

La Rosa Holdings investors report 9.9% ownership

A conversion blocker restricts holdings above 9.99%, while each reporting person reports 9.9% beneficial ownership.

(Neutral)

Sentiment and the balance of points

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

La Rosa Holdings Corp. (LRHC) is the issuer in an amended Schedule 13G reporting 63,223 shares as beneficially owned by each of ten reporting persons, including control persons Kerry Propper and Antonio Ruiz-Gimenez. The shared amount represents approximately the shares the Holding Companies may acquire within sixty days through conversion of Series B or Series F convertible preferred stock and/or a senior convertible promissory note.

Each reports 9.9% beneficial ownership and shared voting and dispositive power. A blocker restricts conversion if it would cause the Holding Companies and attribution parties to beneficially own more than 9.99% of shares issued and outstanding after conversion. The reported percentage calculation uses approximately 569,639 shares issued and outstanding as of September 30, 2026, plus approximate shares subject to the blocker.

Shares reported by each reporting person 63,223 shares Approximate shares the Holding Companies have the right to acquire through conversion
Reported beneficial ownership 9.9% Reported by each reporting person
Blocker threshold 9.99% Applies to beneficial ownership after conversion
Shares issued and outstanding Approximately 569,639 shares As of September 30, 2026; used in the reported ownership percentage calculation
Conversion period 60 days Period for which the Holding Companies have the right to acquire shares through conversion
beneficial ownership regulatory
"Amount beneficially owned"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Blocker regulatory
"the "Blocker""
shared voting and dispositive power regulatory
"Shared voting and dispositive power"
pecuniary interest regulatory
"except to the extent of the Reporting Person's pecuniary interest"
convertible preferred stock financial
"Series B convertible preferred stock, Series F convertible preferred stock"
Convertible preferred stock is a special class of company shares that pays priority, usually fixed, payments to holders and can be exchanged later for a set number of common shares. It matters to investors because it combines steady income and added protection with the chance to share in a company’s upside; think of it as a hybrid between a bond that pays regularly and an option to convert into growth-oriented stock, where the conversion rules influence both potential gains and how much common shareholders’ ownership may be reduced.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many LRHC shares do the reporting persons report?

Each of the ten reporting persons reports beneficial ownership of 63,223 shares. The amount represents approximately the shares the Holding Companies have the right to acquire within sixty days through conversion of Series B or Series F convertible preferred stock and/or a senior convertible promissory note.

What ownership limit applies to conversion of LRHC securities?

The blocker prevents conversion to the extent it would cause the Holding Companies, together with attribution parties, to beneficially own more than 9.99% of the shares issued and outstanding as a result of conversion. The reported ownership percentage calculation gives effect to this blocker.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





50172T509

(CUSIP Number)
09/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: Please see note in Item 4(a).


SCHEDULE 13G




Comment for Type of Reporting Person: Please see note in Item 4(a).


SCHEDULE 13G




Comment for Type of Reporting Person: Please see note in Item 4(a).


SCHEDULE 13G




Comment for Type of Reporting Person: Please see note in Item 4(a).


SCHEDULE 13G




Comment for Type of Reporting Person: Please see note in Item 4(a).


SCHEDULE 13G




Comment for Type of Reporting Person: Please see note in Item 4(a).


SCHEDULE 13G




Comment for Type of Reporting Person: Please see note in Item 4(a).


SCHEDULE 13G




Comment for Type of Reporting Person: Please see note in Item 4(a).


SCHEDULE 13G




Comment for Type of Reporting Person: Please see note in Item 4(a).


SCHEDULE 13G




Comment for Type of Reporting Person: Please see note in Item 4(a).


SCHEDULE 13G



JAK Opportunities XI LLC
Signature:/s/ Kerry Propper
Name/Title:Kerry Propper, a Managing Member of its Manager
Date:10/07/2026
ATW Opportunities Master Fund II LP
Signature:/s/ Kerry Propper
Name/Title:Kerry Propper, a Managing Member of the General Partner
Date:10/07/2026
ATW AI Infrastructure III LLC
Signature:/s/ Kerry Propper
Name/Title:Kerry Propper, a Managing Member of its Manager
Date:10/07/2026
ATW AI Infrastructure IIIB LLC
Signature:/s/ Kerry Propper
Name/Title:Kerry Propper, a Managing Member of its Manager
Date:10/07/2026
ATW Compute Ventures LLC
Signature:/s/ Kerry Propper
Name/Title:Kerry Propper, a Managing Member of its Manager
Date:10/07/2026
ATW Master Fund V Inc.
Signature:/s/ Kerry Propper
Name/Title:Kerry Propper, a Managing Member of its Manager
Date:10/07/2026
ATW Master Fund V LP
Signature:/s/ Kerry Propper
Name/Title:Kerry Propper, a Managing Member of the General Partner
Date:10/07/2026
ATW Partners Opportunities Management, LLC
Signature:/s/ Kerry Propper
Name/Title:Kerry Propper, a Managing Member
Date:10/07/2026
Kerry Propper
Signature:/s/ Kerry Propper
Name/Title:Individually
Date:10/07/2026
Antonio Ruiz-Gimenez
Signature:/s/ Antonio Ruiz-Gimenez
Name/Title:Individually
Date:10/07/2026
Exhibit Information

Exhibit I - JOINT FILING STATEMENT

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