Superior Planning, LLC’s Limbach Holdings LMB Stock Holding History

Superior Planning, LLC’s Portfolio LMB Stock Details LMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$831	Buy	+17	New	+$979	﹤0.01%	1789

Other funds holding LMB

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Superior Planning, LLC's LMB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Limbach Holdings (LMB) in Q3 2026: 17 shares worth $831. The stake represents ﹤0.01% of the portfolio and ranks #1789 among its holdings.

104 funds tracked by Wall St. Rank hold LMB as of Q3 2026.

Superior Planning, LLC held 17 shares of Limbach Holdings worth $831 as of Q3 2026.
Limbach Holdings was a new Superior Planning, LLC position in Q3 2026.
Limbach Holdings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1789 holding.
104 funds tracked by Wall St. Rank held Limbach Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.