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Disclosery

Lumbard & Kellner, LLC: PLUS position timeline

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

Lumbard & Kellner, LLC held 0 PLUS shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -24,970 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 24,970 shares
    Change vs previous 13F -4,368 shares

    0.78% of the 13F portfolio, value $1,800,337.

    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).

  3. period ended2025-03-31
    13F 29,338 shares
    Change vs previous 13F -1,723 shares

    0.79% of the 13F portfolio, value $1,790,498.

    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).

  4. period ended2024-12-31
    13F 31,061 shares
    Change vs previous 13F -1,287 shares

    0.99% of the 13F portfolio, value $2,294,787.

    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).

  5. period ended2024-09-30
    13F 32,348 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $3,181,102.

    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).