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Fairvoy Private Wealth, LLC: LMBS position timeline

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

Fairvoy Private Wealth, LLC held 336,370 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336,370 shares
    Change vs previous 13F +21,015 shares

    3.38% of the 13F portfolio, value $16,744,519.

    13F-HR 0002046607-26-000003 filed by Fairvoy Private Wealth, 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 315,355 shares
    Change vs previous 13F +16,785 shares

    3.75% of the 13F portfolio, value $15,707,852.

    13F-HR 0002046607-26-000002 filed by Fairvoy Private Wealth, 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 298,570 shares
    Change vs previous 13F +4,658 shares

    3.34% of the 13F portfolio, value $14,925,532.

    13F-HR 0002046607-26-000001 filed by Fairvoy Private Wealth, 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 293,912 shares
    Change vs previous 13F -18,348 shares

    3.33% of the 13F portfolio, value $14,633,878.

    13F-HR 0002046607-25-000006 filed by Fairvoy Private Wealth, 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 312,260 shares
    Change vs previous 13F +5,532 shares

    3.82% of the 13F portfolio, value $15,379,708.

    13F-HR 0002046607-25-000003 filed by Fairvoy Private Wealth, 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 306,728 shares
    Change vs previous 13F +64,744 shares

    4.14% of the 13F portfolio, value $15,078,727.

    13F-HR 0002046607-25-000002 filed by Fairvoy Private Wealth, 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 241,984 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $11,777,365.

    13F-HR 0002046607-25-000001 filed by Fairvoy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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