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Disclosery

LM Advisors LLC: BSTZ position timeline

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

LM Advisors LLC held 37,591 BSTZ 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 37,591 shares
    Change vs previous 13F +36,733 shares

    0.13% of the 13F portfolio, value $1,125,000.

    13F-HR 0002011314-26-000003 filed by LM 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 858 shares
    Change vs previous 13F -82 shares

    0.64% of the 13F portfolio, value $38,743.

    13F-HR 0002011314-26-000002 filed by LM 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 ended2025-12-31
    13F 940 shares
    Change vs previous 13F -44,588 shares

    0.8% of the 13F portfolio, value $41,563.

    13F-HR 0002011314-26-000001 filed by LM 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 ended2025-09-30
    13F 45,528 shares
    Change vs previous 13F -4,329 shares

    0.15% of the 13F portfolio, value $1,009,000.

    13F-HR 0002011314-25-000008 filed by LM 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 ended2025-06-30
    13F 49,857 shares
    Change vs previous 13F -8,509 shares

    0.13% of the 13F portfolio, value $1,035,000.

    13F-HR 0002011314-25-000005 filed by LM 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 ended2025-03-31
    13F 58,366 shares
    Change vs previous 13F -12,808 shares

    0.19% of the 13F portfolio, value $1,035,000.

    13F-HR 0002011314-25-000002 filed by LM 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 ended2024-12-31
    13F/A 71,174 shares
    Change vs previous 13F -21,019 shares

    0.26% of the 13F portfolio, value $1,474,000.

    13F-HR/A 0002011314-25-000001 filed by LM Advisors LLC
    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 92,193 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,770,000.

    13F-HR 0002011314-24-000006 filed by LM Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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