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NewEdge Advisors, LLC: LMBS position timeline

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

NewEdge Advisors, LLC held 403,638 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,638 shares
    Change vs previous 13F +13,875 shares

    0.06% of the 13F portfolio, value $20,093,085.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 389,763 shares
    Change vs previous 13F +68,753 shares

    0.07% of the 13F portfolio, value $19,414,085.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 321,010 shares
    Change vs previous 13F +14,906 shares

    0.06% of the 13F portfolio, value $16,047,321.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 306,104 shares
    Change vs previous 13F -3,796 shares

    0.07% of the 13F portfolio, value $15,240,891.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 309,900 shares
    Change vs previous 13F +20,491 shares

    0.08% of the 13F portfolio, value $15,265,652.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 289,409 shares
    Change vs previous 13F +21,047 shares

    0.08% of the 13F portfolio, value $14,227,331.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 268,362 shares
    Change vs previous 13F +2,751 shares

    0.08% of the 13F portfolio, value $13,061,170.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 265,611 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $13,123,871.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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