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LMCG INVESTMENTS, LLC: VOT position timeline

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

LMCG INVESTMENTS, LLC held 33,657 VOT 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 33,657 shares
    Change vs previous 13F -5,030 shares

    0.55% of the 13F portfolio, value $10,309,139.

    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 38,687 shares
    Change vs previous 13F -4,303 shares

    0.59% of the 13F portfolio, value $9,956,099.

    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 42,990 shares
    Change vs previous 13F -1,640 shares

    0.69% of the 13F portfolio, value $12,000,229.

    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 44,630 shares
    Change vs previous 13F -1,640 shares

    0.77% of the 13F portfolio, value $13,111,848.

    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 46,270 shares
    Change vs previous 13F -1,484 shares

    0.82% of the 13F portfolio, value $13,158,725.

    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 47,754 shares
    Change vs previous 13F -1,401 shares

    0.78% of the 13F portfolio, value $11,682,539.

    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 49,155 shares
    Change vs previous 13F -171 shares

    0.76% of the 13F portfolio, value $12,473,081.

    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 49,326 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $12,009,401.

    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).