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National Wealth Management Group, LLC: LMBS position timeline

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

National Wealth Management Group, LLC held 48,542 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,542 shares
    Change vs previous 13F -14,000 shares

    0.75% of the 13F portfolio, value $2,416,422.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 62,542 shares
    Change vs previous 13F +227 shares

    1.16% of the 13F portfolio, value $3,115,217.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 62,315 shares
    Change vs previous 13F +45,202 shares

    1.08% of the 13F portfolio, value $3,115,111.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 17,113 shares
    Change vs previous 13F +6,914 shares

    0.32% of the 13F portfolio, value $852,079.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 10,199 shares
    Change vs previous 13F +856 shares

    0.28% of the 13F portfolio, value $502,392.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 9,343 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $459,315.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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