Question 1

Does Integrated Wealth Concepts own LMBS stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Integrated Wealth Concepts holds 504,821 shares of LMBS, worth $25.1M.

Question 2

How many shares of LMBS does Integrated Wealth Concepts own?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts holds 504,821 shares of LMBS.

Question 3

What is Integrated Wealth Concepts' LMBS position worth?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts' LMBS position is worth $25.1M.

Question 4

Is Integrated Wealth Concepts buying or selling LMBS?

Accepted Answer

In Q2 2026, Integrated Wealth Concepts increased its LMBS position by 57,764 shares (+12.9%).

Question 5

When did Integrated Wealth Concepts first buy LMBS?

Accepted Answer

Integrated Wealth Concepts first reported LMBS in its Q3 2019 13F and has listed it in 28 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	504,821	+12.9%	$25.1M	0.2%	$49.10	39
2026-Q1	Increased	447,057	+39.0%	$22.3M	0.2%	$48.63	45
2025-Q4	Decreased	321,590	-12.2%	$16.1M	0.2%	$48.31	0
2025-Q3	Increased	366,056	+12.5%	$18.2M	0.2%	$47.63	38
2025-Q2	Increased	325,317	+4.5%	$16M	0.2%	$46.64	35
2025-Q1	Increased	311,174	+15.3%	$15.3M	0.2%	$46.06	39
2024-Q4	Increased	269,791	+5.4%	$13.1M	0.2%	$45.13	35
2024-Q3	Decreased	255,927	-3.1%	$12.6M	0.2%	$45.34	0
2024-Q2	Increased	264,133	+195.5%	$12.7M	0.2%	$43.63	54
2024-Q1	Decreased	89,373	-20.1%	$4.3M	0.1%	$43.34	0
2023-Q4	Decreased	111,841	-6.9%	$5.4M	0.1%	$42.92	0
2023-Q3	Increased	120,152	+22.1%	$5.7M	0.1%	$41.42	39
2023-Q2	Increased	98,447	+101.5%	$4.7M	0.1%	$41.36	43
2023-Q1	Increased	48,844	+12.8%	$2.3M	0.0%	$41.19	29
2022-Q4	Increased	43,313	+39.5%	$2.1M	0.1%	$40.45	34
2022-Q3	Increased	31,043	+2.4%	$1.5M	0.0%	$40.10	26
2022-Q2	Decreased	30,321	-7.8%	$1.5M	0.0%	$40.70	0
2022-Q1	Decreased	32,903	-42.1%	$1.6M	0.0%	$41.05	0
2021-Q4	Increased	56,859	+25.9%	$2.8M	0.1%	$41.73	32
2021-Q3	Increased	45,161	+69.0%	$2.3M	0.1%	$42.02	39
2021-Q2	Increased	26,730	+8.3%	$1.4M	0.0%	$42.08	28
2021-Q1	Increased	24,678	+80.6%	$1.3M	0.1%	$41.99	39
2020-Q4	Decreased	13,666	-36.4%	$703,000	0.0%	$42.11	0
2020-Q3	Increased	21,502	+12.5%	$1.1M	0.1%	$42.06	28
2020-Q2	Increased	19,118	+4.2%	$988,000	0.1%	$41.82	26
2020-Q1	Increased	18,357	+15.4%	$936,000	0.1%	$41.03	29
2019-Q4	Increased	15,910	+211.0%	$824,000	0.1%	$41.43	40
2019-Q3	New	5,116	-	$266,000	0.0%	$41.34	32

LMBS28 quarters

LMBS
28 quarters