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LM Advisors LLC: FSEP position timeline

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

LM Advisors LLC held 14,622 FSEP 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 14,622 shares
    Change vs previous 13F +13,886 shares

    0.09% of the 13F portfolio, value $805,000.

    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 736 shares
    Change vs previous 13F -2 shares

    0.24% of the 13F portfolio, value $14,622.

    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 738 shares
    Change vs previous 13F -9,262 shares

    0.27% of the 13F portfolio, value $14,322.

    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 10,000 shares
    Change vs previous 13F +1,000 shares

    0.07% of the 13F portfolio, value $505,000.

    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 9,000 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $432,000.

    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).