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Disclosery

&PARTNERS: LMBS position timeline

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

&PARTNERS held 521,063 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 521,063 shares
    Change vs previous 13F +123,379 shares

    0.11% of the 13F portfolio, value $25,938,346.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 397,684 shares
    Change vs previous 13F -5,727 shares

    0.1% of the 13F portfolio, value $19,790,567.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 403,411 shares
    Change vs previous 13F +19,004 shares

    0.11% of the 13F portfolio, value $20,173,449.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 384,407 shares
    Change vs previous 13F +23,264 shares

    0.12% of the 13F portfolio, value $19,145,742.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 361,143 shares
    Change vs previous 13F +173,505 shares

    0.14% of the 13F portfolio, value $17,787,802.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 187,638 shares
    Change vs previous 13F +85,796 shares

    0.1% of the 13F portfolio, value $9,376,785.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 101,842 shares
    Change vs previous 13F +79,923 shares

    0.06% of the 13F portfolio, value $4,947,300.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 21,919 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,083,029.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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