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LMCG INVESTMENTS, LLC: EPP position timeline

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

LMCG INVESTMENTS, LLC held 74,234 EPP 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 74,234 shares
    Change vs previous 13F -2,826 shares

    0.21% of the 13F portfolio, value $3,953,703.

    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 77,060 shares
    Change vs previous 13F -9,834 shares

    0.24% of the 13F portfolio, value $4,094,968.

    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 86,894 shares
    Change vs previous 13F -2,662 shares

    0.25% of the 13F portfolio, value $4,385,537.

    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 89,556 shares
    Change vs previous 13F -1,184 shares

    0.27% of the 13F portfolio, value $4,617,505.

    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 90,740 shares
    Change vs previous 13F -4,636 shares

    0.28% of the 13F portfolio, value $4,479,831.

    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 95,376 shares
    Change vs previous 13F -2,124 shares

    0.28% of the 13F portfolio, value $4,206,082.

    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 97,500 shares
    Change vs previous 13F -2,352 shares

    0.26% of the 13F portfolio, value $4,271,475.

    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 99,852 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,876,772.

    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).