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Team Financial Group, LLC: LMBS position timeline

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

Team Financial Group, LLC held 31,728 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 31,728 shares
    Change vs previous 13F +1,343 shares

    0.67% of the 13F portfolio, value $1,579,413.

    13F-HR 0001845163-26-000003 filed by Team Financial Group, 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 30,385 shares
    Change vs previous 13F +5,884 shares

    0.69% of the 13F portfolio, value $1,513,453.

    13F-HR 0001845163-26-000002 filed by Team Financial Group, 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 24,501 shares
    Change vs previous 13F +2,874 shares

    0.56% of the 13F portfolio, value $1,224,791.

    13F-HR 0001845163-26-000001 filed by Team Financial Group, 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 21,627 shares
    Change vs previous 13F +1,219 shares

    0.5% of the 13F portfolio, value $1,076,784.

    13F-HR 0001845163-25-000007 filed by Team Financial Group, 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 20,408 shares
    Change vs previous 13F +7,231 shares

    0.49% of the 13F portfolio, value $1,005,278.

    13F-HR 0001845163-25-000005 filed by Team Financial Group, 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 13,177 shares
    Change vs previous 13F +5,206 shares

    0.37% of the 13F portfolio, value $647,777.

    13F-HR 0001845163-25-000004 filed by Team Financial Group, 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 7,971 shares
    Change vs previous 13F +3,735 shares

    0.22% of the 13F portfolio, value $387,936.

    13F-HR 0001845163-25-000001 filed by Team Financial Group, 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 4,236 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $209,297.

    13F-HR 0001845163-24-000005 filed by Team Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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