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Mutual Advisors, LLC: LMBS position timeline

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

Mutual Advisors, LLC held 143,639 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,639 shares
    Change vs previous 13F -25,577 shares

    0.13% of the 13F portfolio, value $7,150,349.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 169,216 shares
    Change vs previous 13F +16,431 shares

    0.18% of the 13F portfolio, value $8,428,649.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 152,785 shares
    Change vs previous 13F -49,850 shares

    0.16% of the 13F portfolio, value $7,637,722.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 202,635 shares
    Change vs previous 13F +108,838 shares

    0.22% of the 13F portfolio, value $10,124,659.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 93,797 shares
    Change vs previous 13F -62,970 shares

    0.12% of the 13F portfolio, value $4,613,452.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 156,767 shares
    Change vs previous 13F +104,563 shares

    0.22% of the 13F portfolio, value $7,669,046.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 52,204 shares
    Change vs previous 13F +12,495 shares

    0.07% of the 13F portfolio, value $2,542,335.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 39,709 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,937,402.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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