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LMCG INVESTMENTS, LLC: XMLV position timeline

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

LMCG INVESTMENTS, LLC held 49,060 XMLV 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 49,060 shares
    Change vs previous 13F +760 shares

    0.17% of the 13F portfolio, value $3,254,150.

    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 48,300 shares
    Change vs previous 13F +5,514 shares

    0.18% of the 13F portfolio, value $3,041,451.

    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 42,786 shares
    Change vs previous 13F +2,259 shares

    0.15% of the 13F portfolio, value $2,668,469.

    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 40,527 shares
    Change vs previous 13F +2,936 shares

    0.15% of the 13F portfolio, value $2,575,896.

    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 37,591 shares
    Change vs previous 13F +4,315 shares

    0.15% of the 13F portfolio, value $2,318,237.

    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 33,276 shares
    Change vs previous 13F +10,579 shares

    0.14% of the 13F portfolio, value $2,053,795.

    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 22,697 shares
    Change vs previous 13F +8,027 shares

    0.08% of the 13F portfolio, value $1,380,432.

    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 14,670 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $895,457.

    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).