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Disclosery

Claris Financial LLC: LMBS position timeline

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

Claris Financial LLC held 74,544 LMBS shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 74,544 shares
    Change vs previous 13F +5,125 shares

    2.03% of the 13F portfolio, value $3,713,016.

    13F-HR 0001213900-26-058149 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 69,419 shares
    Change vs previous 13F +56,783 shares

    1.85% of the 13F portfolio, value $3,470,257.

    13F-HR 0001213900-26-018373 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 12,636 shares
    Change vs previous 13F -28,045 shares

    1.63% of the 13F portfolio, value $2,873,417.

    13F-HR 0001213900-26-040912 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 40,681 shares
    Change vs previous 13F -15,892 shares

    1.51% of the 13F portfolio, value $2,003,968.

    13F-HR 0001213900-25-080559 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 56,573 shares
    Change vs previous 13F 0 shares

    1.81% of the 13F portfolio, value $2,753,385.

    13F-HR 0001213900-25-055338 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 56,573 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $2,753,385.

    13F-HR 0001213900-25-054892 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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