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Genesee Capital Advisors, LLC: LMBS position timeline

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

Genesee Capital Advisors, LLC held 4,564 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,564 shares
    Change vs previous 13F -159 shares

    0.07% of the 13F portfolio, value $227,210.

    13F-HR 0001951757-26-001110 filed by Genesee Capital Advisors, 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 4,723 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $235,259.

    13F-HR 0001951757-26-000693 filed by Genesee Capital 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 ended2025-12-31
    13F 4,683 shares
    Change vs previous 13F +41 shares

    0.09% of the 13F portfolio, value $234,084.

    13F-HR 0001951757-26-000194 filed by Genesee Capital 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 ended2025-09-30
    13F 4,642 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $231,146.

    13F-HR 0001951757-25-001255 filed by Genesee Capital 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 ended2025-06-30
    13F 4,602 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $226,707.

    13F-HR 0001951757-25-000968 filed by Genesee Capital 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 ended2025-03-31
    13F 4,562 shares
    Change vs previous 13F +40 shares

    0.11% of the 13F portfolio, value $224,280.

    13F-HR 0001951757-25-000406 filed by Genesee Capital 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 ended2024-12-31
    13F 4,522 shares
    Change vs previous 13F +39 shares

    0.1% of the 13F portfolio, value $220,110.

    13F-HR 0001951757-25-000099 filed by Genesee Capital 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 ended2024-09-30
    13F 4,483 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $221,505.

    13F-HR 0001951757-24-001086 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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