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James J. Burns & Company, LLC: LMBS position timeline

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

James J. Burns & Company, LLC held 95,616 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,616 shares
    Change vs previous 13F +1,846 shares

    0.52% of the 13F portfolio, value $4,759,745.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 93,770 shares
    Change vs previous 13F +3,635 shares

    0.63% of the 13F portfolio, value $4,670,672.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 90,135 shares
    Change vs previous 13F +1,874 shares

    0.62% of the 13F portfolio, value $4,505,879.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 88,261 shares
    Change vs previous 13F +181 shares

    0.66% of the 13F portfolio, value $4,394,494.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 88,080 shares
    Change vs previous 13F -608 shares

    0.71% of the 13F portfolio, value $4,338,786.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 88,688 shares
    Change vs previous 13F -2,337 shares

    0.78% of the 13F portfolio, value $4,359,912.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, 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 91,025 shares
    Change vs previous 13F +1,733 shares

    0.77% of the 13F portfolio, value $4,432,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, 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 89,292 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $4,413,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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