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LexAurum Advisors, LLC: LMBS position timeline

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

LexAurum Advisors, LLC held 193,250 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,250 shares
    Change vs previous 13F +9,155 shares

    1.11% of the 13F portfolio, value $9,620,003.

    13F-HR 0001729677-26-000010 filed by LexAurum Advisors, 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 184,095 shares
    Change vs previous 13F +28,129 shares

    1.19% of the 13F portfolio, value $9,169,767.

    13F-HR 0001729677-26-000005 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 155,966 shares
    Change vs previous 13F +2,692 shares

    1.1% of the 13F portfolio, value $7,765,525.

    13F-HR 0001729677-25-000010 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 153,274 shares
    Change vs previous 13F -3,251 shares

    1.19% of the 13F portfolio, value $7,550,285.

    13F-HR 0001085146-25-003938 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 156,525 shares
    Change vs previous 13F +5,963 shares

    1.47% of the 13F portfolio, value $7,694,785.

    13F-HR 0001085146-25-002076 filed by LexAurum Advisors, LLC
    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 150,562 shares
    Change vs previous 13F -603 shares

    1.45% of the 13F portfolio, value $7,327,830.

    13F-HR 0001085146-25-000345 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 151,165 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $7,469,084.

    13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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