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Wisconsin Wealth Advisors, LLC: LMBS position timeline

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

Wisconsin Wealth Advisors, LLC held 35,061 LMBS shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,061 shares
    Change vs previous 13F -107 shares

    1.43% of the 13F portfolio, value $1,699,039.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,168 shares
    Change vs previous 13F -90 shares

    1.5% of the 13F portfolio, value $1,750,644.

    13F-HR 0001754960-26-000406 filed by Wisconsin Wealth 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 ended2026-03-31
    13F 35,258 shares
    Change vs previous 13F +2,493 shares

    1.73% of the 13F portfolio, value $1,756,185.

    13F-HR 0001754960-26-000209 filed by Wisconsin Wealth 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 ended2025-12-31
    13F 32,765 shares
    Change vs previous 13F +1,600 shares

    1.61% of the 13F portfolio, value $1,637,924.

    13F-HR 0001754960-26-000010 filed by Wisconsin Wealth 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 ended2025-09-30
    13F 31,165 shares
    Change vs previous 13F -557 shares

    1.48% of the 13F portfolio, value $1,551,703.

    13F-HR 0001754960-25-000633 filed by Wisconsin Wealth 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 ended2025-06-30
    13F 31,722 shares
    Change vs previous 13F -1,104 shares

    1.8% of the 13F portfolio, value $1,562,614.

    13F-HR 0001754960-25-000571 filed by Wisconsin Wealth 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 ended2025-03-31
    13F 32,826 shares
    Change vs previous 13F +928 shares

    2.32% of the 13F portfolio, value $1,613,716.

    13F-HR 0001754960-25-000572 filed by Wisconsin Wealth 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 ended2024-12-31
    13F 31,898 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $1,552,491.

    13F-HR 0001754960-25-000573 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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