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Ballew Advisors, Inc: LMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballew Advisors, Inc on LMBS, newest first. How the timeline and the estimate are built.

Ballew Advisors, Inc held 12,482 LMBS shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,482 shares
    Change vs previous 13F +100 shares

    0.3% of the 13F portfolio, value $605,252.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,382 shares
    Change vs previous 13F +116 shares

    0.32% of the 13F portfolio, value $615,819.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,266 shares
    Change vs previous 13F +500 shares

    0.35% of the 13F portfolio, value $613,055.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,766 shares
    Change vs previous 13F -4,257 shares

    0.33% of the 13F portfolio, value $590,653.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,023 shares
    Change vs previous 13F +47 shares

    0.45% of the 13F portfolio, value $801,691.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,976 shares
    Change vs previous 13F -33 shares

    0.47% of the 13F portfolio, value $786,011.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,009 shares
    Change vs previous 13F +1,046 shares

    0.52% of the 13F portfolio, value $776,440.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,963 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $724,047.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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