LM Asset Management, Inc.

All 13F Filings

Location
Vancouver, A1
Most recent 13F
Q4 2025
Holdings value ($000)
126,410
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/13/2026 11 126,410 13F-HR LM Asset Management, Inc.
Q3 2025 11/14/2025 11 132,247 13F-HR LM Asset (IM) Inc.
Q2 2025 8/14/2025 11 107,708 13F-HR LM Asset (IM) Inc.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 1.46 K (1.2% of total reported value) · QoQ Δ: -4.878 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 125 K 100.0% 0 957 -957
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
126,410
Holdings
11
QoQ value change ($000)
-5,837 (-4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.