AllGen Financial Advisors, Inc.
Holdings in LMB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $744,635 | 9,565 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $928,952 | 9,565 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $1,632,024 | 11,649 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $249,400 | 3,349 | Shares | Sole | 2025-05-06 |