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RiverTree Advisors, LLC: LMBS position timeline

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

RiverTree Advisors, LLC held 129,770 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,770 shares
    Change vs previous 13F -10,161 shares

    3.81% of the 13F portfolio, value $6,459,951.

    13F-HR 0001872501-26-000003 filed by RiverTree 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 139,931 shares
    Change vs previous 13F -30,781 shares

    4.41% of the 13F portfolio, value $6,969,963.

    13F-HR 0001872501-26-000002 filed by RiverTree 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 170,712 shares
    Change vs previous 13F +26,563 shares

    5.44% of the 13F portfolio, value $8,533,893.

    13F-HR 0001872501-26-000001 filed by RiverTree Advisors, 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 144,149 shares
    Change vs previous 13F +40,894 shares

    4.6% of the 13F portfolio, value $7,177,179.

    13F-HR 0001872501-25-000002 filed by RiverTree Advisors, 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 103,255 shares
    Change vs previous 13F -75,665 shares

    3.42% of the 13F portfolio, value $5,086,341.

    13F-HR 0001085146-25-004105 filed by RiverTree Advisors, 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 178,920 shares
    Change vs previous 13F -47,496 shares

    5.89% of the 13F portfolio, value $8,795,707.

    13F-HR 0001085146-25-002180 filed by RiverTree Advisors, 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 226,416 shares
    Change vs previous 13F -4,019 shares

    7.24% of the 13F portfolio, value $11,019,667.

    13F-HR 0001085146-25-000242 filed by RiverTree Advisors, 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 230,435 shares
    Change vs previous 13F not available

    7.72% of the 13F portfolio, value $11,385,793.

    13F-HR 0001085146-24-005044 filed by RiverTree Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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