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Disclosery

Kirkwood Financial Services: LMBS position timeline

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

Kirkwood Financial Services held 127,287 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,287 shares
    Change vs previous 13F +11,431 shares

    1.81% of the 13F portfolio, value $6,337,010.

    13F-HR 0001214659-26-010835 filed by Kirkwood Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  2. period ended2026-03-31
    13F 115,856 shares
    Change vs previous 13F +871 shares

    1.98% of the 13F portfolio, value $5,789,987.

    13F-HR 0001214659-26-011749 filed by Kirkwood Financial Services
    Accepted , ingested

  3. period ended2025-12-31
    13F 114,985 shares
    Change vs previous 13F +10,499 shares

    2.02% of the 13F portfolio, value $5,764,787.

    13F-HR 0001214659-26-011747 filed by Kirkwood Financial Services
    Accepted , ingested

  4. period ended2025-09-30
    13F 104,486 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $5,223,267.

    13F-HR 0001214659-26-011794 filed by Kirkwood Financial Services
    Accepted , ingested