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Certified Advisory Corp: LMBS position timeline

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

Certified Advisory Corp held 219,609 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,609 shares
    Change vs previous 13F +213,157 shares

    0.88% of the 13F portfolio, value $10,932,130.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 6,452 shares
    Change vs previous 13F +200 shares

    0.03% of the 13F portfolio, value $321,361.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 6,252 shares
    Change vs previous 13F +766 shares

    0.03% of the 13F portfolio, value $312,513.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 5,486 shares
    Change vs previous 13F +466 shares

    0.03% of the 13F portfolio, value $273,144.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 5,020 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $247,301.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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