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Braun-Bostich & Associates Inc.: LMBS position timeline

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

Braun-Bostich & Associates Inc. held 86,705 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 86,705 shares
    Change vs previous 13F +9,843 shares

    2.41% of the 13F portfolio, value $4,316,175.

    13F-HR 0001951757-26-001030 filed by Braun-Bostich & Associates Inc.
    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 76,862 shares
    Change vs previous 13F +2,721 shares

    2.4% of the 13F portfolio, value $3,828,496.

    13F-HR 0001951757-26-000605 filed by Braun-Bostich & Associates Inc.
    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 74,141 shares
    Change vs previous 13F +923 shares

    2.29% of the 13F portfolio, value $3,706,309.

    13F-HR 0001951757-26-000091 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 73,218 shares
    Change vs previous 13F +2,084 shares

    2.3% of the 13F portfolio, value $3,645,524.

    13F-HR 0001951757-25-001254 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 71,134 shares
    Change vs previous 13F -787 shares

    2.39% of the 13F portfolio, value $3,504,061.

    13F-HR 0001951757-25-000573 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 71,921 shares
    Change vs previous 13F -12,336 shares

    2.62% of the 13F portfolio, value $3,535,636.

    13F-HR 0001951757-25-000367 filed by Braun-Bostich & Associates Inc.
    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 84,257 shares
    Change vs previous 13F +3,781 shares

    2.96% of the 13F portfolio, value $4,100,788.

    13F-HR 0001951757-25-000057 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 80,476 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $3,976,319.

    13F-HR 0001951757-24-001025 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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