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Disclosery

LMG Wealth Partners, LLC: AGG position timeline

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

LMG Wealth Partners, LLC held 136,337 AGG 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 136,337 shares
    Change vs previous 13F +10,272 shares

    2.16% of the 13F portfolio, value $13,494,636.

    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 126,065 shares
    Change vs previous 13F +6,351 shares

    2.28% of the 13F portfolio, value $12,514,473.

    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 119,714 shares
    Change vs previous 13F +307 shares

    2.23% of the 13F portfolio, value $11,957,034.

    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 119,407 shares
    Change vs previous 13F -1,164 shares

    2.23% of the 13F portfolio, value $11,970,552.

    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 120,571 shares
    Change vs previous 13F -88 shares

    2.46% of the 13F portfolio, value $11,960,643.

    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 120,659 shares
    Change vs previous 13F +3,878 shares

    2.66% of the 13F portfolio, value $11,935,588.

    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 116,781 shares
    Change vs previous 13F -753 shares

    2.47% of the 13F portfolio, value $11,316,079.

    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 117,534 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $11,902,668.

    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).