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LMCG INVESTMENTS, LLC: BKR position timeline

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

LMCG INVESTMENTS, LLC held 138,684 BKR 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 138,684 shares
    Change vs previous 13F +17,833 shares

    0.41% of the 13F portfolio, value $7,696,962.

    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 120,851 shares
    Change vs previous 13F +12,842 shares

    0.44% of the 13F portfolio, value $7,377,954.

    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 108,009 shares
    Change vs previous 13F +3,136 shares

    0.28% of the 13F portfolio, value $4,918,730.

    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 104,873 shares
    Change vs previous 13F +8,704 shares

    0.3% of the 13F portfolio, value $5,109,413.

    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 96,169 shares
    Change vs previous 13F -3,600 shares

    0.23% of the 13F portfolio, value $3,687,119.

    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 99,769 shares
    Change vs previous 13F -22,623 shares

    0.29% of the 13F portfolio, value $4,384,848.

    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 122,392 shares
    Change vs previous 13F -6,899 shares

    0.31% of the 13F portfolio, value $5,020,520.

    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 129,291 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,673,870.

    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).