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Prism Advisors, Inc.: LMBS position timeline

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

Prism Advisors, Inc. held 344,206 LMBS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 344,206 shares
    Change vs previous 13F +27,635 shares

    4.2% of the 13F portfolio, value $16,745,627.

    13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 316,571 shares
    Change vs previous 13F +5,112 shares

    3.83% of the 13F portfolio, value $15,758,899.

    13F-HR 0001717027-26-000006 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 311,459 shares
    Change vs previous 13F +6,065 shares

    4.14% of the 13F portfolio, value $15,513,819.

    13F-HR 0001717027-26-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 305,394 shares
    Change vs previous 13F +28,886 shares

    4.07% of the 13F portfolio, value $15,266,667.

    13F-HR 0001717027-26-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 276,508 shares
    Change vs previous 13F +13,284 shares

    3.72% of the 13F portfolio, value $13,767,343.

    13F-HR 0001717027-25-000008 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 263,224 shares
    Change vs previous 13F -21,567 shares

    3.69% of the 13F portfolio, value $12,966,415.

    13F-HR 0001717027-25-000005 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 284,791 shares
    Change vs previous 13F -697 shares

    4.31% of the 13F portfolio, value $14,000,366.

    13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 285,488 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $13,894,725.

    13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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