Skip to content
Disclosery

LFG Wealth Partners, LLC: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LFG Wealth Partners, LLC on EXC, newest first. How the timeline and the estimate are built.

LFG Wealth Partners, LLC held 21,476 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,476 shares
    Change vs previous 13F +4,124 shares

    0.47% of the 13F portfolio, value $1,001,202.

    13F-HR 0002085853-26-000932 filed by LFG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,352 shares
    Change vs previous 13F +150 shares

    0.51% of the 13F portfolio, value $850,572.

    13F-HR 0002085853-26-000624 filed by LFG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,202 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $749,816.

    13F-HR 0002085853-26-000266 filed by LFG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).