Lumbard & Kellner, LLC: PBR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lumbard & Kellner, LLC on PBR, newest first. How the timeline and the estimate are built.
Lumbard & Kellner, LLC held 710,098 PBR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 710,098 sharesChange vs previous 13F +2,758 shares
3.48% of the 13F portfolio, value $11,475,184.
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 707,340 sharesChange vs previous 13F -25 shares
5.09% of the 13F portfolio, value $14,677,305.
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 707,365 sharesChange vs previous 13F +199,527 shares
2.94% of the 13F portfolio, value $8,382,275.
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 507,838 sharesChange vs previous 13F 0 shares
2.36% of the 13F portfolio, value $6,429,229.
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 507,838 sharesChange vs previous 13F -8,253 shares
2.77% of the 13F portfolio, value $6,353,053.
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 516,091 sharesChange vs previous 13F -254 shares
3.26% of the 13F portfolio, value $7,400,745.
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 516,345 sharesChange vs previous 13F +76,769 shares
2.85% of the 13F portfolio, value $6,640,197.
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 439,576 sharesChange vs previous 13F not available
2.79% of the 13F portfolio, value $6,334,290.
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).