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LM Advisors LLC: SPY position timeline

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

LM Advisors LLC held 325,178 SPY 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 325,178 shares
    Change vs previous 13F +272,947 shares

    7.05% of the 13F portfolio, value $61,121,000.

    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 52,231 shares
    Change vs previous 13F +2,420 shares

    5.28% of the 13F portfolio, value $317,675.

    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 49,811 shares
    Change vs previous 13F -242,051 shares

    5.39% of the 13F portfolio, value $280,885.

    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 291,862 shares
    Change vs previous 13F +229,228 shares

    6.55% of the 13F portfolio, value $45,448,000.

    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 62,634 shares
    Change vs previous 13F -417 shares

    4.98% of the 13F portfolio, value $38,698,000.

    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 63,051 shares
    Change vs previous 13F +4,872 shares

    6.35% of the 13F portfolio, value $35,270,000.

    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 58,179 shares
    Change vs previous 13F +779 shares

    6.12% of the 13F portfolio, value $34,212,000.

    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 57,400 shares
    Change vs previous 13F not available

    6.69% of the 13F portfolio, value $32,934,000.

    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).