Skip to content
Disclosery

LMG Wealth Partners, LLC: AEP position timeline

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

LMG Wealth Partners, LLC held 4,096 AEP 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 4,096 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $560,374.

    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 4,096 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $536,904.

    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 4,096 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $472,310.

    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 4,096 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $460,800.

    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 4,096 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $425,001.

    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 4,096 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $447,570.

    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 4,096 shares
    Change vs previous 13F +1,096 shares

    0.08% of the 13F portfolio, value $377,774.

    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 3,000 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $307,800.

    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).