Skip to content

Financial Enhancement Group LLC: LMBS position timeline

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

Financial Enhancement Group LLC held 537,884 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 537,884 shares
    Change vs previous 13F +537,884 shares

    3% of the 13F portfolio, value $26,081,995.

    13F-HR 0001641438-26-000006 filed by Financial Enhancement Group LLC
    Accepted , ingested

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -309,533 shares

    13F-HR 0001641438-26-000003 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 309,533 shares
    Change vs previous 13F -59,506 shares

    2.07% of the 13F portfolio, value $15,439,484.

    13F-HR 0001641438-25-000009 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 369,039 shares
    Change vs previous 13F -128,060 shares

    2.59% of the 13F portfolio, value $18,141,953.

    13F-HR 0001641438-25-000007 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 497,099 shares
    Change vs previous 13F +244,979 shares

    3.78% of the 13F portfolio, value $24,218,681.

    13F-HR 0001641438-25-000006 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 252,120 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $12,200,087.

    13F-HR 0001641438-25-000001 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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