SEC 13F Intelligence

Lm Advisors LLC / BSV

Lm Advisors LLC’s Vanguard Bd Index Fds Position

Does Lm Advisors LLC own Vanguard Bd Index Fds (BSV)? Yes — 5.9K shares worth $74,684 (+1.18% of its 13F portfolio) as of Q1 2026, down from 5.9K shares the prior filed quarter.

Position Value
$74,684
Q1 2026
Shares
5.9K
% of Portfolio
+1.18%
Quarters Held
10
currently held

Position History BSV

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ2 ’25Q3 ’25: $6MQ4 ’25: $74,684Q4 ’25Q1 ’26: $74,684filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.9K$74,684+1.18%
Q4 20255.9K$74,684+1.34%
Q3 202574.7K$6M+0.85%
Q2 202574.7K$6M+0.76%
Q1 202574.7K$6M+1.05%
Q4 202474.7K$6M+1.03%
Q3 202474.7K$6M+1.19%
Q2 202475.5K$6M+0.01%
Q1 202475.5K$6M+0.92%
Q4 202362.0K$5M+0.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lm Advisors LLC’s full portfolio or all institutional holders of BSV.