Lumbard & Kellner, LLC: FRDM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lumbard & Kellner, LLC on FRDM, newest first. How the timeline and the estimate are built.
Lumbard & Kellner, LLC held 153,636 FRDM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 153,636 sharesChange vs previous 13F +129 shares
3.4% of the 13F portfolio, value $11,200,064.
13F-HR 0001602476-26-000003 filed by Lumbard & Kellner, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 153,507 sharesChange vs previous 13F +525 shares
2.91% of the 13F portfolio, value $8,389,158.
13F-HR 0001602476-26-000002 filed by Lumbard & Kellner, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 152,982 sharesChange vs previous 13F -1,460 shares
2.75% of the 13F portfolio, value $7,843,387.
13F-HR 0001602476-26-000001 filed by Lumbard & Kellner, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 154,442 sharesChange vs previous 13F +135 shares
2.52% of the 13F portfolio, value $6,843,325.
13F-HR 0001602476-25-000005 filed by Lumbard & Kellner, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 154,307 sharesChange vs previous 13F +76,045 shares
2.72% of the 13F portfolio, value $6,234,003.
13F-HR 0001602476-25-000004 filed by Lumbard & Kellner, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 78,262 sharesChange vs previous 13F +28 shares
1.21% of the 13F portfolio, value $2,743,263.
13F-HR 0001602476-25-000003 filed by Lumbard & Kellner, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 78,234 sharesChange vs previous 13F -2,206 shares
1.1% of the 13F portfolio, value $2,556,687.
13F-HR 0001602476-25-000001 filed by Lumbard & Kellner, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 80,440 sharesChange vs previous 13F not available
1.27% of the 13F portfolio, value $2,878,143.
13F-HR 0001602476-24-000004 filed by Lumbard & Kellner, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).