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Disclosery

LM Advisors LLC: YSEP position timeline

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

LM Advisors LLC held 199,617 YSEP 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 199,617 shares
    Change vs previous 13F +194,349 shares

    0.63% of the 13F portfolio, value $5,497,000.

    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 5,268 shares
    Change vs previous 13F -194 shares

    3.34% of the 13F portfolio, value $201,304.

    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 5,462 shares
    Change vs previous 13F -204,479 shares

    4.03% of the 13F portfolio, value $209,941.

    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 209,941 shares
    Change vs previous 13F +1,993 shares

    0.77% of the 13F portfolio, value $5,353,000.

    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 207,948 shares
    Change vs previous 13F +12,668 shares

    0.65% of the 13F portfolio, value $5,074,000.

    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 195,280 shares
    Change vs previous 13F +3,138 shares

    0.8% of the 13F portfolio, value $4,439,000.

    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 192,142 shares
    Change vs previous 13F -11,283 shares

    0.75% of the 13F portfolio, value $4,169,000.

    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 203,425 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $4,642,000.

    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).