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Disclosery

LM Advisors LLC: OBDC position timeline

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

LM Advisors LLC held 174,217 OBDC 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 174,217 shares
    Change vs previous 13F +172,183 shares

    0.22% of the 13F portfolio, value $1,948,000.

    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 2,034 shares
    Change vs previous 13F -259 shares

    2.97% of the 13F portfolio, value $179,107.

    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 2,293 shares
    Change vs previous 13F -124,314 shares

    3.43% of the 13F portfolio, value $179,107.

    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 126,607 shares
    Change vs previous 13F -80,000 shares

    0.24% of the 13F portfolio, value $1,664,000.

    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 206,607 shares
    Change vs previous 13F +86,446 shares

    0.38% of the 13F portfolio, value $2,963,000.

    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 120,161 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,762,000.

    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).