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Lumbard & Kellner, LLC: BE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lumbard & Kellner, LLC on BE, newest first. How the timeline and the estimate are built.

Lumbard & Kellner, LLC held 10,586 BE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,586 shares
    Change vs previous 13F -1,793 shares

    0.97% of the 13F portfolio, value $3,204,382.

    13F-HR 0001602476-26-000003 filed by Lumbard & Kellner, 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 12,379 shares
    Change vs previous 13F -5,300 shares

    0.58% of the 13F portfolio, value $1,677,231.

    13F-HR 0001602476-26-000002 filed by Lumbard & Kellner, 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 17,679 shares
    Change vs previous 13F -15,788 shares

    0.54% of the 13F portfolio, value $1,536,128.

    13F-HR 0001602476-26-000001 filed by Lumbard & Kellner, 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 33,467 shares
    Change vs previous 13F -177,285 shares

    1.04% of the 13F portfolio, value $2,830,304.

    13F-HR 0001602476-25-000005 filed by Lumbard & Kellner, 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 210,752 shares
    Change vs previous 13F -138,050 shares

    2.2% of the 13F portfolio, value $5,041,188.

    13F-HR 0001602476-25-000004 filed by Lumbard & Kellner, 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 348,802 shares
    Change vs previous 13F +3,430 shares

    3.02% of the 13F portfolio, value $6,857,447.

    13F-HR 0001602476-25-000003 filed by Lumbard & Kellner, 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 345,372 shares
    Change vs previous 13F -28,131 shares

    3.3% of the 13F portfolio, value $7,670,712.

    13F-HR 0001602476-25-000001 filed by Lumbard & Kellner, 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 373,503 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $3,944,192.

    13F-HR 0001602476-24-000004 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).