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Disclosery

Global Assets Advisory, LLC: LMBS position timeline

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

Global Assets Advisory, LLC held 22,874 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,874 shares
    Change vs previous 13F +22,874 shares

    0.25% of the 13F portfolio, value $1,136,152.

    13F-HR 0001420506-26-001303 filed by Global Assets Advisory, 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 0 shares
    Change vs previous 13F -24,338 shares

    13F-HR 0001420506-26-000778 filed by Global Assets Advisory, 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 ended2025-12-31
    13F 24,338 shares
    Change vs previous 13F -1,149 shares

    0.35% of the 13F portfolio, value $1,216,657.

    13F-HR 0001420506-26-000219 filed by Global Assets Advisory, 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 25,487 shares
    Change vs previous 13F -1,098 shares

    0.38% of the 13F portfolio, value $1,268,998.

    13F-HR 0001420506-25-002952 filed by Global Assets Advisory, 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 26,585 shares
    Change vs previous 13F -53,770 shares

    0.51% of the 13F portfolio, value $1,309,843.

    13F-HR 0001420506-25-001562 filed by Global Assets Advisory, 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 80,355 shares
    Change vs previous 13F +53,570 shares

    0.74% of the 13F portfolio, value $3,931,502.

    13F-HR 0001420506-25-000811 filed by Global Assets Advisory, 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 26,785 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,303,626.

    13F-HR 0001420506-25-000476 filed by Global Assets Advisory, 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 26,785 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,325,054.

    13F-HR 0001420506-24-002159 filed by Global Assets Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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