Question 1

How many shares of LMBS does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 397,684 shares of LMBS (FIRST TR EXCHANGE-TRADED FD).

Question 2

What is &PARTNERS's LMBS position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's LMBS position is worth $19.8M.

Question 3

Is &PARTNERS buying or selling LMBS?

Accepted Answer

In 2026-Q1, &PARTNERS decreased their LMBS position (-1.4% change in shares).

Question 4

When did &PARTNERS first buy LMBS?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in LMBS in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	397,684	-1.4%	$19.8M	0.1%	$50.29	0
2025-Q4	Increased	403,411	+4.9%	$20.2M	0.1%	$49.87	36
2025-Q3	Increased	384,407	+6.4%	$19.1M	0.1%	$49.07	36
2025-Q2	Increased	361,143	+92.5%	$17.8M	0.1%	$48.01	54
2025-Q1	Increased	187,638	+84.2%	$9.4M	0.1%	$47.49	43
2024-Q4	Increased	101,842	+364.6%	$4.9M	0.1%	$46.47	43
2024-Q3	Increased	21,919	+168.3%	$1.1M	0.0%	$46.74	41
2024-Q2	Decreased	8,169	-1.2%	$392,520	0.0%	$45.00	0

LMBSShowing 8 of 9 quarters

LMBS
Showing 8 of 9 quarters