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Disclosery

LMG Wealth Partners, LLC: AFL position timeline

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

LMG Wealth Partners, LLC held 54,752 AFL 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 54,752 shares
    Change vs previous 13F +2,158 shares

    1.03% of the 13F portfolio, value $6,419,626.

    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 52,594 shares
    Change vs previous 13F +877 shares

    1.05% of the 13F portfolio, value $5,770,089.

    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 51,717 shares
    Change vs previous 13F -5,855 shares

    1.06% of the 13F portfolio, value $5,702,887.

    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 57,572 shares
    Change vs previous 13F +53 shares

    1.2% of the 13F portfolio, value $6,430,836.

    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 57,519 shares
    Change vs previous 13F -286 shares

    1.25% of the 13F portfolio, value $6,065,942.

    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 57,805 shares
    Change vs previous 13F +79 shares

    1.43% of the 13F portfolio, value $6,427,346.

    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 57,726 shares
    Change vs previous 13F +113 shares

    1.3% of the 13F portfolio, value $5,971,161.

    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 57,613 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $6,441,104.

    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).