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Disclosery

L.M. KOHN & COMPANY: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on USFR, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 4,119 USFR shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,119 shares
    Change vs previous 13F -81,134 shares

    0.25% of the 13F portfolio, value $207,062.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 85,253 shares
    Change vs previous 13F -14,847 shares

    1.16% of the 13F portfolio, value $4,289,078.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 100,100 shares
    Change vs previous 13F +22,340 shares

    1.32% of the 13F portfolio, value $5,038,033.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 77,760 shares
    Change vs previous 13F -48,022 shares

    1.01% of the 13F portfolio, value $3,912,883.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 125,782 shares
    Change vs previous 13F +16,762 shares

    1.6% of the 13F portfolio, value $6,316,772.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 109,020 shares
    Change vs previous 13F -46,932 shares

    1.49% of the 13F portfolio, value $5,484,783.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 155,952 shares
    Change vs previous 13F -20,388 shares

    2.2% of the 13F portfolio, value $7,842,848.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 176,340 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $8,859,322.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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