Skip to content
Disclosery

PFG Advisors: LMBS position timeline

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

PFG Advisors held 8,312 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,312 shares
    Change vs previous 13F -441 shares

    0.02% of the 13F portfolio, value $413,752.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 8,753 shares
    Change vs previous 13F -560 shares

    0.02% of the 13F portfolio, value $435,994.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 9,313 shares
    Change vs previous 13F -2,612 shares

    0.02% of the 13F portfolio, value $465,544.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 11,925 shares
    Change vs previous 13F -1,697 shares

    0.02% of the 13F portfolio, value $593,756.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 13,622 shares
    Change vs previous 13F -2,052 shares

    0.03% of the 13F portfolio, value $671,010.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 15,674 shares
    Change vs previous 13F -264 shares

    0.04% of the 13F portfolio, value $770,528.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 15,938 shares
    Change vs previous 13F +8,138 shares

    0.05% of the 13F portfolio, value $775,708.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 7,800 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $385,385.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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