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Disclosery

LHM, INC.: WAL position timeline

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

LHM, INC. held 77,910 WAL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,910 shares
    Change vs previous 13F -20,765 shares

    2.18% of the 13F portfolio, value $6,404,202.

    13F-HR 0001213900-26-088051 filed by LHM, 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 98,675 shares
    Change vs previous 13F -10,205 shares

    2.75% of the 13F portfolio, value $6,991,124.

    13F-HR 0001213900-26-056183 filed by LHM, 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 108,880 shares
    Change vs previous 13F -7,452 shares

    3.41% of the 13F portfolio, value $9,153,542.

    13F-HR 0001213900-26-013899 filed by LHM, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 116,332 shares
    Change vs previous 13F +17,549 shares

    3.34% of the 13F portfolio, value $10,088,311.

    13F-HR 0001213900-25-109823 filed by LHM, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 98,783 shares
    Change vs previous 13F 0 shares

    2.55% of the 13F portfolio, value $7,703,098.

    13F-HR 0001213900-25-075933 filed by LHM, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 98,783 shares
    Change vs previous 13F 0 shares

    2.52% of the 13F portfolio, value $7,589,498.

    13F-HR 0001213900-25-042188 filed by LHM, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 98,783 shares
    Change vs previous 13F +17,436 shares

    2.63% of the 13F portfolio, value $8,252,332.

    13F-HR 0001213900-25-010907 filed by LHM, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 81,347 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $7,035,702.

    13F-HR 0001213900-24-095574 filed by LHM, INC.
    Filed (acceptance time not in the bulk data set), ingested

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