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Destiny Wealth Partners, LLC: LMBS position timeline

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

Destiny Wealth Partners, LLC held 55,078 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,078 shares
    Change vs previous 13F +1,887 shares

    0.38% of the 13F portfolio, value $2,725,834.

    13F-HR 0001844369-26-000005 filed by Destiny Wealth Partners, 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 53,191 shares
    Change vs previous 13F -2,321 shares

    0.29% of the 13F portfolio, value $2,649,436.

    13F-HR 0001844369-26-000004 filed by Destiny Wealth Partners, 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 55,512 shares
    Change vs previous 13F -3,774 shares

    0.32% of the 13F portfolio, value $2,780,589.

    13F-HR 0001844369-26-000002 filed by Destiny Wealth Partners, 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 59,286 shares
    Change vs previous 13F -257 shares

    0.36% of the 13F portfolio, value $2,951,850.

    13F-HR 0001844369-25-000007 filed by Destiny Wealth Partners, 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 59,543 shares
    Change vs previous 13F +4,864 shares

    0.39% of the 13F portfolio, value $2,933,095.

    13F-HR 0001844369-25-000005 filed by Destiny Wealth Partners, 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 54,679 shares
    Change vs previous 13F +4,125 shares

    0.43% of the 13F portfolio, value $2,688,034.

    13F-HR 0001844369-25-000004 filed by Destiny Wealth Partners, 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 50,554 shares
    Change vs previous 13F +2,885 shares

    0.4% of the 13F portfolio, value $2,460,441.

    13F-HR 0001844369-25-000001 filed by Destiny Wealth Partners, 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 47,669 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,355,342.

    13F-HR 0001844369-24-000006 filed by Destiny Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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