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Disclosery

BostonPremier Wealth LLC: LMBS position timeline

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

BostonPremier Wealth LLC held 15,704 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,704 shares
    Change vs previous 13F -1,441 shares

    0.33% of the 13F portfolio, value $781,755.

    13F-HR 0001951757-26-001040 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 17,145 shares
    Change vs previous 13F -2,856 shares

    0.44% of the 13F portfolio, value $854,017.

    13F-HR 0001951757-26-000580 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 20,001 shares
    Change vs previous 13F -95,422 shares

    0.51% of the 13F portfolio, value $999,828.

    13F-HR 0001951757-26-000058 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 115,423 shares
    Change vs previous 13F +80 shares

    2.85% of the 13F portfolio, value $5,746,917.

    13F-HR 0001951757-25-001213 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 115,343 shares
    Change vs previous 13F +2,197 shares

    3.15% of the 13F portfolio, value $5,681,818.

    13F-HR 0001951757-25-000838 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 113,146 shares
    Change vs previous 13F -1,987 shares

    3.45% of the 13F portfolio, value $5,562,240.

    13F-HR 0001951757-25-000387 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 115,133 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $5,603,523.

    13F-HR 0001951757-25-000140 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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