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Disclosery

PFS Partners, LLC: LMBS position timeline

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

PFS Partners, LLC held 236,514 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,514 shares
    Change vs previous 13F +11,624 shares

    4.77% of the 13F portfolio, value $11,773,688.

    13F-HR 0002002654-26-000003 filed by PFS Partners, 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 224,890 shares
    Change vs previous 13F +5,058 shares

    5.13% of the 13F portfolio, value $11,201,752.

    13F-HR 0002002654-26-000002 filed by PFS Partners, 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 219,832 shares
    Change vs previous 13F +3,811 shares

    5.04% of the 13F portfolio, value $10,989,412.

    13F-HR 0002002654-26-000001 filed by PFS Partners, 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 216,021 shares
    Change vs previous 13F +4,993 shares

    5.12% of the 13F portfolio, value $10,755,673.

    13F-HR 0002002654-25-000006 filed by PFS Partners, 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 211,028 shares
    Change vs previous 13F -5,402 shares

    5.24% of the 13F portfolio, value $10,395,230.

    13F-HR 0002002654-25-000004 filed by PFS Partners, 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 216,430 shares
    Change vs previous 13F +3,788 shares

    5.66% of the 13F portfolio, value $10,639,700.

    13F-HR 0002002654-25-000003 filed by PFS Partners, 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 212,642 shares
    Change vs previous 13F +39,035 shares

    5.64% of the 13F portfolio, value $10,349,285.

    13F-HR 0002002654-25-000001 filed by PFS Partners, 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 173,607 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $8,577,936.

    13F-HR 0002002654-24-000005 filed by PFS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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