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Darwin Wealth Management, LLC: LMBS position timeline

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

Darwin Wealth Management, LLC held 192,500 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,500 shares
    Change vs previous 13F +6,370 shares

    2.62% of the 13F portfolio, value $9,582,671.

    13F-HR 0001663224-26-000003 filed by Darwin Wealth Management, LLC
    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 186,130 shares
    Change vs previous 13F +11,669 shares

    2.89% of the 13F portfolio, value $9,271,175.

    13F-HR 0001663224-26-000002 filed by Darwin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 174,461 shares
    Change vs previous 13F +1,429 shares

    2.71% of the 13F portfolio, value $8,721,312.

    13F-HR 0001663224-26-000001 filed by Darwin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 173,032 shares
    Change vs previous 13F +2,334 shares

    2.74% of the 13F portfolio, value $8,615,300.

    13F-HR 0001663224-25-000009 filed by Darwin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 170,698 shares
    Change vs previous 13F -17,752 shares

    2.91% of the 13F portfolio, value $8,408,621.

    13F-HR 0001663224-25-000002 filed by Darwin Wealth Management, LLC
    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 188,450 shares
    Change vs previous 13F 0 shares

    3.08% of the 13F portfolio, value $9,171,880.

    13F-HR 0001663224-25-000005 filed by Darwin Wealth Management, LLC
    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/A 188,450 shares
    Change vs previous 13F -28,161 shares

    3.08% of the 13F portfolio, value $9,171,880.

    13F-HR/A 0001663224-25-000008 filed by Darwin Wealth Management, LLC
    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 216,611 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $10,702,727.

    13F-HR 0001663224-24-000003 filed by Darwin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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