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Carrera Capital Advisors: LMBS position timeline

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

Carrera Capital Advisors held 373,946 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 373,946 shares
    Change vs previous 13F +19,927 shares

    2.76% of the 13F portfolio, value $18,615,016.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    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 354,019 shares
    Change vs previous 13F +164,463 shares

    2.72% of the 13F portfolio, value $17,633,703.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    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 189,556 shares
    Change vs previous 13F +182,123 shares

    1.59% of the 13F portfolio, value $9,475,923.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    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 7,433 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $370,089.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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