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VestGen Advisors, LLC: LMBS position timeline

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

VestGen Advisors, LLC held 44,459 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,459 shares
    Change vs previous 13F -1,173 shares

    0.07% of the 13F portfolio, value $2,213,180.

    13F-HR 0002050130-26-000005 filed by VestGen 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 45,632 shares
    Change vs previous 13F -3,159 shares

    0.06% of the 13F portfolio, value $2,276,824.

    13F-HR 0002050130-26-000004 filed by VestGen 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 48,791 shares
    Change vs previous 13F -6,498 shares

    0.1% of the 13F portfolio, value $2,439,084.

    13F-HR 0002050130-26-000001 filed by VestGen 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 55,289 shares
    Change vs previous 13F -5,692 shares

    0.09% of the 13F portfolio, value $2,752,860.

    13F-HR 0002050130-25-000006 filed by VestGen 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 60,981 shares
    Change vs previous 13F +287 shares

    0.12% of the 13F portfolio, value $3,003,910.

    13F-HR 0002050130-25-000005 filed by VestGen 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 60,694 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,983,726.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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