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Disclosery

Park Square Financial Group, LLC: LMBS position timeline

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

Park Square Financial Group, LLC held 11,954 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,954 shares
    Change vs previous 13F -2,338 shares

    5.37% of the 13F portfolio, value $595,069.

    13F-HR 0002058285-26-000003 filed by Park Square Financial 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 14,292 shares
    Change vs previous 13F -2,284 shares

    5.41% of the 13F portfolio, value $711,885.

    13F-HR 0002058285-26-000002 filed by Park Square Financial 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 16,576 shares
    Change vs previous 13F -5,713 shares

    4.79% of the 13F portfolio, value $806,753.

    13F-HR 0002058285-26-000001 filed by Park Square Financial 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 22,289 shares
    Change vs previous 13F -16,795 shares

    4.79% of the 13F portfolio, value $1,109,770.

    13F-HR 0002058285-25-000007 filed by Park Square Financial 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 39,084 shares
    Change vs previous 13F -11,169 shares

    1.39% of the 13F portfolio, value $1,925,277.

    13F-HR 0002058285-25-000004 filed by Park Square Financial 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 50,253 shares
    Change vs previous 13F -15,672 shares

    1.96% of the 13F portfolio, value $2,470,457.

    13F-HR 0002058285-25-000003 filed by Park Square Financial Group, 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 65,925 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $3,208,588.

    13F-HR 0002058285-25-000002 filed by Park Square Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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