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Disclosery

Focus Partners Wealth: LMBS position timeline

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

Focus Partners Wealth held 112,574 LMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,574 shares
    Change vs previous 13F -19,178 shares

    0.01% of the 13F portfolio, value $5,603,902.

    13F-HR 0001542153-26-000019 filed by Focus Partners 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 131,752 shares
    Change vs previous 13F -47,596 shares

    0.01% of the 13F portfolio, value $6,562,546.

    13F-HR 0001542153-26-000015 filed by Focus Partners 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 179,348 shares
    Change vs previous 13F -139 shares

    0.01% of the 13F portfolio, value $8,965,601.

    13F-HR 0001542153-26-000005 filed by Focus Partners 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 179,487 shares
    Change vs previous 13F +572 shares

    0.01% of the 13F portfolio, value $8,936,651.

    13F-HR 0001542153-25-000006 filed by Focus Partners 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 178,915 shares
    Change vs previous 13F -2,958 shares

    0.02% of the 13F portfolio, value $8,813,372.

    13F-HR 0001085146-25-005236 filed by Focus Partners 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/A 181,873 shares
    Change vs previous 13F -2,303 shares

    0.02% of the 13F portfolio, value $8,940,894.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners 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/A 184,176 shares
    Change vs previous 13F +443 shares

    0.02% of the 13F portfolio, value $8,963,869.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners 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 183,733 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,082,747.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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