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Helium Advisors LLC: LMBS position timeline

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

Helium Advisors LLC held 21,076 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,076 shares
    Change vs previous 13F +215 shares

    0.87% of the 13F portfolio, value $1,049,149.

    13F-HR 0002056653-26-000004 filed by Helium 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 20,861 shares
    Change vs previous 13F +210 shares

    0.99% of the 13F portfolio, value $1,039,108.

    13F-HR 0002056653-26-000003 filed by Helium 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 20,651 shares
    Change vs previous 13F -1,303 shares

    1.05% of the 13F portfolio, value $1,032,320.

    13F-HR 0002056653-26-000001 filed by Helium 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 21,954 shares
    Change vs previous 13F +225 shares

    0.91% of the 13F portfolio, value $1,093,087.

    13F-HR 0002056653-25-000005 filed by Helium 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 21,729 shares
    Change vs previous 13F -177 shares

    0.68% of the 13F portfolio, value $1,070,393.

    13F-HR 0002056653-25-000002 filed by Helium 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 21,906 shares
    Change vs previous 13F -797 shares

    0.78% of the 13F portfolio, value $1,076,886.

    13F-HR 0001510940-25-000001 filed by Helium 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 22,703 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,104,944.

    13F-HR 0002056653-25-000001 filed by Helium Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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