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LMCG INVESTMENTS, LLC: GS position timeline

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

LMCG INVESTMENTS, LLC held 27,599 GS 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 27,599 shares
    Change vs previous 13F -5,673 shares

    1.49% of the 13F portfolio, value $27,912,801.

    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 33,272 shares
    Change vs previous 13F -8,505 shares

    1.68% of the 13F portfolio, value $28,147,779.

    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 41,777 shares
    Change vs previous 13F -3,101 shares

    2.1% of the 13F portfolio, value $36,721,983.

    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 44,878 shares
    Change vs previous 13F -1,657 shares

    2.1% of the 13F portfolio, value $35,738,595.

    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 46,535 shares
    Change vs previous 13F -1,255 shares

    2.06% of the 13F portfolio, value $32,935,147.

    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 47,790 shares
    Change vs previous 13F -3,587 shares

    1.73% of the 13F portfolio, value $26,107,199.

    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 51,377 shares
    Change vs previous 13F +2,845 shares

    1.8% of the 13F portfolio, value $29,419,498.

    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 48,532 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $24,028,678.

    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).