LMBS FIRST TR EXCHANGE-TRADED FD

Ownership history in EWG Elevate Inc.  ·  15 quarters on record

AI Ownership Summary

EWG Elevate Inc. reported FIRST TR EXCHANGE-TRADED FD (LMBS) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 7.11% in 2024 Q3. The latest visible filing shows LMBS at 2.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LMBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EWG Elevate Inc.'s position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LMBS was reported at 2.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.11% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EWG Elevate Inc. held LMBS — position size vs. price
% of Fund (quarterly)    LMBS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 137,579 -66,123 -32.5% 2.14% $6.9M 2025-11-14 (Est.) $49.28
2025 Q2 REDUCED 203,702 -320 -0.2% 3.09% $10.0M 2025-07-15 $47.80
2025 Q1 REDUCED 204,022 -24,555 -10.7% 3.75% $10.0M 2025-04-10 $46.76
2024 Q4 REDUCED 228,577 -129,824 -36.2% 3.39% $11.1M 2025-01-13 $46.12
2024 Q3 ADDED 358,401 +140,356 +64.4% 7.11% $17.7M 2024-10-07 $46.13
2024 Q2 ADDED 218,045 +8,995 +4.3% 3.83% $10.5M 2024-07-16 $45.41
2024 Q1 ADDED 209,050 +10,407 +5.2% 3.84% $10.1M 2024-04-10 $44.08
2023 Q4 ADDED 198,643 +3,479 +1.8% 3.98% $9.6M 2024-01-09 $44.07
2023 Q3 ADDED 195,164 +6,780 +3.6% 4.17% $9.2M 2023-10-10 $42.49
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EWG Elevate Inc. and LMBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has EWG Elevate Inc. reported owning LMBS?

EWG Elevate Inc. reported LMBS across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported LMBS position in EWG Elevate Inc.'s portfolio?

The largest reported portfolio weight for LMBS was 7.11% in 2024 Q3.

What is the latest reported LMBS position on this page?

The most recent filing on this page is 2025 Q3, when EWG Elevate Inc. reported 137,579 shares, equal to 2.14% of portfolio, with an estimated market value of $6.9M.

What does the chart on this LMBS ownership page compare?

The chart compares EWG Elevate Inc.'s quarterly LMBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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