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Disclosery

LM Advisors LLC: NAD position timeline

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

LM Advisors LLC held 300,845 NAD 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 300,845 shares
    Change vs previous 13F +297,426 shares

    0.42% of the 13F portfolio, value $3,645,000.

    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 3,419 shares
    Change vs previous 13F +3,419 shares

    4.95% of the 13F portfolio, value $297,845.

    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 0 shares
    Change vs previous 13F -305,359 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 305,359 shares
    Change vs previous 13F -2,890 shares

    0.51% of the 13F portfolio, value $3,570,000.

    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 308,249 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $3,480,000.

    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 308,249 shares
    Change vs previous 13F -6,006 shares

    0.64% of the 13F portfolio, value $3,551,000.

    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 314,255 shares
    Change vs previous 13F -10,775 shares

    0.66% of the 13F portfolio, value $3,664,000.

    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 325,030 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $4,024,000.

    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).