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LMCG INVESTMENTS, LLC: V position timeline

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

LMCG INVESTMENTS, LLC held 74,631 V 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 74,631 shares
    Change vs previous 13F +7,040 shares

    1.37% of the 13F portfolio, value $25,605,177.

    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 67,591 shares
    Change vs previous 13F +4,336 shares

    1.22% of the 13F portfolio, value $20,428,649.

    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 63,255 shares
    Change vs previous 13F -1,156 shares

    1.27% of the 13F portfolio, value $22,184,110.

    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 64,411 shares
    Change vs previous 13F -1,847 shares

    1.29% of the 13F portfolio, value $21,988,577.

    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 66,258 shares
    Change vs previous 13F -2,413 shares

    1.47% of the 13F portfolio, value $23,524,826.

    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 68,671 shares
    Change vs previous 13F -1,959 shares

    1.6% of the 13F portfolio, value $24,066,327.

    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 70,630 shares
    Change vs previous 13F -2,028 shares

    1.37% of the 13F portfolio, value $22,321,774.

    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 72,658 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $19,977,448.

    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).