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LMCG INVESTMENTS, LLC: TER position timeline

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

LMCG INVESTMENTS, LLC held 12,947 TER 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 12,947 shares
    Change vs previous 13F -2,807 shares

    0.34% of the 13F portfolio, value $6,264,276.

    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 15,754 shares
    Change vs previous 13F -9,032 shares

    0.28% of the 13F portfolio, value $4,670,431.

    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 24,786 shares
    Change vs previous 13F -9,776 shares

    0.27% of the 13F portfolio, value $4,797,578.

    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 34,562 shares
    Change vs previous 13F -6,506 shares

    0.28% of the 13F portfolio, value $4,757,114.

    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 41,068 shares
    Change vs previous 13F -43,458 shares

    0.23% of the 13F portfolio, value $3,692,835.

    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 84,526 shares
    Change vs previous 13F -5,183 shares

    0.46% of the 13F portfolio, value $6,981,848.

    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 89,709 shares
    Change vs previous 13F -404 shares

    0.69% of the 13F portfolio, value $11,296,157.

    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 90,113 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $12,068,834.

    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).