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Disclosery

Halter Ferguson Financial Inc.: LMND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Halter Ferguson Financial Inc. on LMND, newest first. How the timeline and the estimate are built.

Halter Ferguson Financial Inc. held 1,005,815 LMND shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,005,815 shares
    Change vs previous 13F +459,491 shares

    10.65% of the 13F portfolio, value $65,428,279.

    13F-HR 0001842665-26-000005 filed by Halter Ferguson Financial Inc.
    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 546,324 shares
    Change vs previous 13F -54,539 shares

    7.57% of the 13F portfolio, value $34,243,589.

    13F-HR 0001842665-26-000002 filed by Halter Ferguson Financial Inc.
    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/A 600,863 shares
    Change vs previous 13F +24,957 shares

    9.43% of the 13F portfolio, value $42,769,429.

    13F-HR/A 0001842665-26-000003 filed by Halter Ferguson Financial Inc.
    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 575,906 shares
    Change vs previous 13F +289,803 shares

    7.48% of the 13F portfolio, value $30,828,249.

    13F-HR 0001085146-25-005868 filed by Halter Ferguson Financial Inc.
    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 286,103 shares
    Change vs previous 13F -190,661 shares

    4.62% of the 13F portfolio, value $12,534,173.

    13F-HR 0001085146-25-003763 filed by Halter Ferguson Financial Inc.
    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 476,764 shares
    Change vs previous 13F +183,974 shares

    8.18% of the 13F portfolio, value $14,984,693.

    13F-HR 0001085146-25-002873 filed by Halter Ferguson Financial Inc.
    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 292,790 shares
    Change vs previous 13F -449,380 shares

    4.56% of the 13F portfolio, value $10,739,538.

    13F-HR 0001085146-25-000960 filed by Halter Ferguson Financial Inc.
    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 742,170 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $12,238,384.

    13F-HR 0001085146-24-005665 filed by Halter Ferguson Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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