Skip to content
Disclosery

TL Private Wealth: LMBS position timeline

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

TL Private Wealth held 351,110 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 351,110 shares
    Change vs previous 13F +14,004 shares

    6.39% of the 13F portfolio, value $17,411,534.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 337,106 shares
    Change vs previous 13F +4,306 shares

    6.65% of the 13F portfolio, value $16,851,941.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 332,800 shares
    Change vs previous 13F +4,436 shares

    6.43% of the 13F portfolio, value $16,699,884.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 328,364 shares
    Change vs previous 13F +29,884 shares

    6.59% of the 13F portfolio, value $16,421,486.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 298,480 shares
    Change vs previous 13F -3,995 shares

    6.08% of the 13F portfolio, value $14,640,433.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 302,475 shares
    Change vs previous 13F +1,210 shares

    7.32% of the 13F portfolio, value $14,778,940.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 301,265 shares
    Change vs previous 13F -4,248 shares

    6.55% of the 13F portfolio, value $14,626,440.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 305,513 shares
    Change vs previous 13F not available

    6.69% of the 13F portfolio, value $14,942,660.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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