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INTEGRITY WEALTH ADVISORS, INC.: LMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTEGRITY WEALTH ADVISORS, INC. on LMBS, newest first. How the timeline and the estimate are built.

INTEGRITY WEALTH ADVISORS, INC. held 11,850 LMBS shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 11,850 shares
    Change vs previous 13F +5,375 shares

    0.35% of the 13F portfolio, value $590,249.

    13F-HR 0001172661-26-001860 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 6,475 shares
    Change vs previous 13F -23,547 shares

    0.23% of the 13F portfolio, value $324,851.

    13F-HR 0001172661-26-001042 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 30,022 shares
    Change vs previous 13F +13,387 shares

    0.53% of the 13F portfolio, value $1,486,217.

    13F-HR 0001172661-25-005084 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 16,635 shares
    Change vs previous 13F +239 shares

    0.57% of the 13F portfolio, value $819,438.

    13F-HR 0001172661-25-003417 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 16,396 shares
    Change vs previous 13F -1,351 shares

    0.59% of the 13F portfolio, value $806,027.

    13F-HR 0001172661-25-002434 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 17,747 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $863,746.

    13F-HR 0001172661-25-000824 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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