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LMCG INVESTMENTS, LLC: VBR position timeline

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

LMCG INVESTMENTS, LLC held 44,685 VBR 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 44,685 shares
    Change vs previous 13F -1,809 shares

    0.58% of the 13F portfolio, value $10,858,072.

    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 46,494 shares
    Change vs previous 13F -1,036 shares

    0.6% of the 13F portfolio, value $10,100,822.

    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 47,530 shares
    Change vs previous 13F -2,165 shares

    0.58% of the 13F portfolio, value $10,066,379.

    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 49,695 shares
    Change vs previous 13F -2,389 shares

    0.61% of the 13F portfolio, value $10,371,843.

    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 52,084 shares
    Change vs previous 13F -2,373 shares

    0.64% of the 13F portfolio, value $10,156,901.

    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 54,457 shares
    Change vs previous 13F -1,531 shares

    0.67% of the 13F portfolio, value $10,144,795.

    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 55,988 shares
    Change vs previous 13F -869 shares

    0.68% of the 13F portfolio, value $11,095,702.

    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 56,857 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $11,415,748.

    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).