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Disclosery

LAM GROUP, INC.: BWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAM GROUP, INC. on BWZ, newest first. How the timeline and the estimate are built.

LAM GROUP, INC. held 264,206 BWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 264,206 shares
    Change vs previous 13F +44,606 shares

    3.51% of the 13F portfolio, value $7,067,498.

    13F-HR 0001961944-26-000003 filed by LAM GROUP, INC.
    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 219,600 shares
    Change vs previous 13F +171,575 shares

    3.25% of the 13F portfolio, value $5,911,632.

    13F-HR 0001961944-26-000002 filed by LAM GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 48,025 shares
    Change vs previous 13F +48,025 shares

    0.75% of the 13F portfolio, value $1,316,365.

    13F-HR 0001961944-26-000001 filed by LAM GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -190 shares

    13F-HR 0001961944-25-000002 filed by LAM GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 190 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $4,814.

    13F-HR 0001993022-25-000001 filed by LAM GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 180 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,957.

    13F-HR 0001961944-24-000006 filed by LAM GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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