GENESIS PRIVATE WEALTH, LLC: LMBS position timeline

GENESIS PRIVATE WEALTH, LLC held 135,807 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 135,807 shares

   Change vs previous 13F +4,667 shares

   1.9% of the 13F portfolio, value $6,760,463.

   13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 131,140 shares

   Change vs previous 13F -427 shares

   2.06% of the 13F portfolio, value $6,532,093.

   13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 131,567 shares

   Change vs previous 13F +9,640 shares

   2.04% of the 13F portfolio, value $6,577,014.

   13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 121,927 shares

   Change vs previous 13F +4,283 shares

   2.55% of the 13F portfolio, value $6,070,747.

   13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 117,644 shares

   Change vs previous 13F not available

   2.73% of the 13F portfolio, value $5,795,120.

   13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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