Skip to content
Disclosery

LM Advisors LLC: MSDL position timeline

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

LM Advisors LLC held 84,112 MSDL 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 84,112 shares
    Change vs previous 13F +83,060 shares

    0.15% of the 13F portfolio, value $1,310,000.

    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 1,052 shares
    Change vs previous 13F -216 shares

    1.21% of the 13F portfolio, value $72,996.

    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 1,268 shares
    Change vs previous 13F -54,516 shares

    1.43% of the 13F portfolio, value $74,647.

    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 55,784 shares
    Change vs previous 13F -1,058 shares

    0.13% of the 13F portfolio, value $925,000.

    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 56,842 shares
    Change vs previous 13F -15,915 shares

    0.14% of the 13F portfolio, value $1,064,000.

    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 72,757 shares
    Change vs previous 13F +51,107 shares

    0.26% of the 13F portfolio, value $1,452,000.

    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 21,650 shares
    Change vs previous 13F -17,856 shares

    0.08% of the 13F portfolio, value $450,000.

    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 39,506 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $781,000.

    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).