LexAurum Advisors, LLC: PREF position timeline

LexAurum Advisors, LLC held 60,194 PREF 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 60,194 shares

   Change vs previous 13F +10,042 shares

   0.13% of the 13F portfolio, value $1,147,289.

   13F-HR 0001729677-26-000010 filed by LexAurum Advisors, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 50,152 shares

   Change vs previous 13F +5,675 shares

   0.12% of the 13F portfolio, value $943,852.

   13F-HR 0001729677-26-000005 filed by LexAurum Advisors, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-09-30

   13F 44,477 shares

   Change vs previous 13F +9,989 shares

   0.12% of the 13F portfolio, value $851,287.

   13F-HR 0001729677-25-000010 filed by LexAurum Advisors, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 34,488 shares

   Change vs previous 13F +6,270 shares

   0.1% of the 13F portfolio, value $654,236.

   13F-HR 0001085146-25-003938 filed by LexAurum Advisors, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 28,218 shares

   Change vs previous 13F +4,278 shares

   0.1% of the 13F portfolio, value $527,682.

   13F-HR 0001085146-25-002076 filed by LexAurum Advisors, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 23,940 shares

   Change vs previous 13F +6,847 shares

   0.09% of the 13F portfolio, value $445,525.

   13F-HR 0001085146-25-000345 filed by LexAurum Advisors, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 17,093 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $321,519.

   13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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