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Disclosery

D.A. DAVIDSON & CO.: LMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on LMBS, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 208,620 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 208,620 shares
    Change vs previous 13F +30,895 shares

    0.06% of the 13F portfolio, value $10,385,114.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 177,725 shares
    Change vs previous 13F +39,619 shares

    0.05% of the 13F portfolio, value $8,852,485.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 138,106 shares
    Change vs previous 13F +2,504 shares

    0.04% of the 13F portfolio, value $6,903,919.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 135,602 shares
    Change vs previous 13F +4,302 shares

    0.04% of the 13F portfolio, value $6,751,642.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 131,300 shares
    Change vs previous 13F -21,046 shares

    0.05% of the 13F portfolio, value $6,467,838.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 152,346 shares
    Change vs previous 13F +24,058 shares

    0.06% of the 13F portfolio, value $7,489,329.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 128,288 shares
    Change vs previous 13F -500 shares

    0.05% of the 13F portfolio, value $6,243,777.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 128,788 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,363,415.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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