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Per Stirling Capital Management, LLC.: LMBS position timeline

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

Per Stirling Capital Management, LLC. held 261,396 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 261,396 shares
    Change vs previous 13F +26,507 shares

    1.24% of the 13F portfolio, value $13,012,297.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 234,889 shares
    Change vs previous 13F +66,414 shares

    1.29% of the 13F portfolio, value $11,699,807.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 168,475 shares
    Change vs previous 13F +11,349 shares

    0.95% of the 13F portfolio, value $8,422,070.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 157,126 shares
    Change vs previous 13F +80,037 shares

    0.94% of the 13F portfolio, value $7,823,301.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 77,089 shares
    Change vs previous 13F -2,478 shares

    0.5% of the 13F portfolio, value $3,797,395.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 79,567 shares
    Change vs previous 13F +3,267 shares

    0.56% of the 13F portfolio, value $3,911,536.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 76,300 shares
    Change vs previous 13F +11,912 shares

    0.53% of the 13F portfolio, value $3,713,534.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 64,388 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,181,399.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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