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LM Advisors LLC: DIVD position timeline

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

LM Advisors LLC held 57,158 DIVD 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 57,158 shares
    Change vs previous 13F +55,033 shares

    0.28% of the 13F portfolio, value $2,431,000.

    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 2,125 shares
    Change vs previous 13F +410 shares

    0.86% of the 13F portfolio, value $51,799.

    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 1,715 shares
    Change vs previous 13F -38,926 shares

    0.85% of the 13F portfolio, value $44,513.

    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 40,641 shares
    Change vs previous 13F +9,114 shares

    0.22% of the 13F portfolio, value $1,499,000.

    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 31,527 shares
    Change vs previous 13F +5,508 shares

    0.14% of the 13F portfolio, value $1,124,000.

    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 26,019 shares
    Change vs previous 13F +4,834 shares

    0.16% of the 13F portfolio, value $900,000.

    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 21,185 shares
    Change vs previous 13F +5,014 shares

    0.12% of the 13F portfolio, value $667,000.

    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 16,171 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $552,000.

    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).