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Disclosery

LMG Wealth Partners, LLC: BTC position timeline

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

LMG Wealth Partners, LLC held 26,263 BTC 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 26,263 shares
    Change vs previous 13F +66 shares

    0.11% of the 13F portfolio, value $681,525.

    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 26,197 shares
    Change vs previous 13F +6,100 shares

    0.14% of the 13F portfolio, value $785,648.

    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 20,097 shares
    Change vs previous 13F +5,168 shares

    0.15% of the 13F portfolio, value $778,357.

    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 14,929 shares
    Change vs previous 13F +4,390 shares

    0.14% of the 13F portfolio, value $755,855.

    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 10,539 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $503,237.

    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).