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Disclosery

LMG Wealth Partners, LLC: BSM position timeline

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

LMG Wealth Partners, LLC held 101,824 BSM 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 101,824 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,422,481.

    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 101,824 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,539,579.

    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 101,824 shares
    Change vs previous 13F -33,338 shares

    0.25% of the 13F portfolio, value $1,353,241.

    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 135,162 shares
    Change vs previous 13F -15,083 shares

    0.33% of the 13F portfolio, value $1,776,029.

    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 150,245 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,965,205.

    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 150,245 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $2,294,241.

    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 150,245 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,193,577.

    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).