AllGen Financial Advisors, Inc.: LMB position timeline

AllGen Financial Advisors, Inc. held 0 LMB shares at 2026-03-31 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -9,565 shares

   13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 9,565 shares

   Change vs previous 13F 0 shares

   0.18% of the 13F portfolio, value $744,635.

   13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 9,565 shares

   Change vs previous 13F -2,084 shares

   0.23% of the 13F portfolio, value $928,953.

   13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 11,649 shares

   Change vs previous 13F +8,300 shares

   0.44% of the 13F portfolio, value $1,632,025.

   13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 3,349 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $249,400.

   13F-HR 0001705819-25-000033 filed by AllGen Financial Advisors, Inc.
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).