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LMCG INVESTMENTS, LLC: A position timeline

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

LMCG INVESTMENTS, LLC held 99,223 A shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,223 shares
    Change vs previous 13F +5,332 shares

    0.71% of the 13F portfolio, value $13,179,791.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 93,891 shares
    Change vs previous 13F +6,697 shares

    0.64% of the 13F portfolio, value $10,701,696.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 87,194 shares
    Change vs previous 13F +4,289 shares

    0.68% of the 13F portfolio, value $11,864,488.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 82,905 shares
    Change vs previous 13F +9,911 shares

    0.63% of the 13F portfolio, value $10,640,857.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 72,994 shares
    Change vs previous 13F -2,534 shares

    0.54% of the 13F portfolio, value $8,614,022.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 75,528 shares
    Change vs previous 13F -4,100 shares

    0.59% of the 13F portfolio, value $8,835,265.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 79,628 shares
    Change vs previous 13F -603 shares

    0.66% of the 13F portfolio, value $10,697,226.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 80,231 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $11,912,699.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).