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Disclosery

LMG Wealth Partners, LLC: ALL position timeline

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

LMG Wealth Partners, LLC held 20,894 ALL 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 20,894 shares
    Change vs previous 13F -892 shares

    0.79% of the 13F portfolio, value $4,971,569.

    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 21,786 shares
    Change vs previous 13F +233 shares

    0.82% of the 13F portfolio, value $4,517,154.

    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 21,553 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $4,486,301.

    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 21,553 shares
    Change vs previous 13F +34 shares

    0.86% of the 13F portfolio, value $4,626,397.

    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 21,519 shares
    Change vs previous 13F -20 shares

    0.89% of the 13F portfolio, value $4,332,033.

    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 21,539 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $4,460,125.

    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).