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Disclosery

Harvest Investment Services, LLC: LMBS position timeline

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

Harvest Investment Services, LLC held 902,106 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 902,106 shares
    Change vs previous 13F +6,455 shares

    6.94% of the 13F portfolio, value $44,906,826.

    13F-HR 0001172661-26-003722 filed by Harvest Investment Services, 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 895,651 shares
    Change vs previous 13F +155,275 shares

    8.16% of the 13F portfolio, value $44,612,398.

    13F-HR 0001172661-26-001993 filed by Harvest Investment Services, 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 740,376 shares
    Change vs previous 13F +319,467 shares

    6.98% of the 13F portfolio, value $37,011,396.

    13F-HR 0001172661-26-000947 filed by Harvest Investment Services, 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 420,909 shares
    Change vs previous 13F -27,352 shares

    4.22% of the 13F portfolio, value $20,957,042.

    13F-HR 0001172661-25-005197 filed by Harvest Investment Services, 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 448,261 shares
    Change vs previous 13F -14,362 shares

    4.94% of the 13F portfolio, value $22,081,343.

    13F-HR 0001172661-25-003378 filed by Harvest Investment Services, 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 462,623 shares
    Change vs previous 13F +7,413 shares

    6.33% of the 13F portfolio, value $22,742,563.

    13F-HR 0001172661-25-002049 filed by Harvest Investment Services, 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 455,210 shares
    Change vs previous 13F +13,900 shares

    5.43% of the 13F portfolio, value $22,155,051.

    13F-HR 0001172661-25-000962 filed by Harvest Investment Services, 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 441,310 shares
    Change vs previous 13F not available

    6.97% of the 13F portfolio, value $21,805,105.

    13F-HR 0001172661-24-005279 filed by Harvest Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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