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Farther Finance Advisors, LLC: LMBS position timeline

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

Farther Finance Advisors, LLC held 231,276 LMBS shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 231,276 shares
    Change vs previous 13F +45,757 shares

    0.08% of the 13F portfolio, value $11,207,646.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 185,519 shares
    Change vs previous 13F +664 shares

    0.07% of the 13F portfolio, value $9,235,120.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 184,855 shares
    Change vs previous 13F +67,250 shares

    0.09% of the 13F portfolio, value $9,211,323.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 117,605 shares
    Change vs previous 13F +112,757 shares

    0.06% of the 13F portfolio, value $5,879,052.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,848 shares
    Change vs previous 13F -254 shares

    <0.01% of the 13F portfolio, value $241,364.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,102 shares
    Change vs previous 13F -14,780 shares

    0.01% of the 13F portfolio, value $251,338.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 19,882 shares
    Change vs previous 13F +2,557 shares

    0.02% of the 13F portfolio, value $977,596.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,325 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $843,195.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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