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Plus Group Wealth Advisors LLC: LMBS position timeline

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

Plus Group Wealth Advisors LLC held 54,825 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,825 shares
    Change vs previous 13F +11,047 shares

    2.57% of the 13F portfolio, value $2,729,171.

    13F-HR 0002109515-26-000003 filed by Plus Group Wealth Advisors 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 43,778 shares
    Change vs previous 13F +659 shares

    2.4% of the 13F portfolio, value $2,180,602.

    13F-HR 0002109515-26-000002 filed by Plus Group Wealth Advisors 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 43,119 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $2,155,507.

    13F-HR 0002109515-26-000001 filed by Plus Group Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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