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LMG Wealth Partners, LLC: ADP position timeline

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

LMG Wealth Partners, LLC held 19,774 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,774 shares
    Change vs previous 13F +1,906 shares

    0.71% of the 13F portfolio, value $4,428,387.

    13F-HR 0001951757-26-001238 filed by LMG 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 17,868 shares
    Change vs previous 13F +1,080 shares

    0.66% of the 13F portfolio, value $3,630,420.

    13F-HR 0001951757-26-000637 filed by LMG 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 16,788 shares
    Change vs previous 13F -1,676 shares

    0.81% of the 13F portfolio, value $4,318,377.

    13F-HR 0001951757-26-000338 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,464 shares
    Change vs previous 13F +1 shares

    1.01% of the 13F portfolio, value $5,419,184.

    13F-HR 0001951757-25-001389 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 18,463 shares
    Change vs previous 13F -78 shares

    1.17% of the 13F portfolio, value $5,693,989.

    13F-HR 0001951757-25-000995 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,541 shares
    Change vs previous 13F -45 shares

    1.26% of the 13F portfolio, value $5,664,832.

    13F-HR 0001951757-25-000493 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,586 shares
    Change vs previous 13F +84 shares

    1.19% of the 13F portfolio, value $5,440,680.

    13F-HR 0001951757-25-000167 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,502 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $5,120,058.

    13F-HR 0001951757-24-001106 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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