Skip to content
Disclosery

LMG Wealth Partners, LLC: BX position timeline

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

LMG Wealth Partners, LLC held 11,854 BX 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 11,854 shares
    Change vs previous 13F +692 shares

    0.22% of the 13F portfolio, value $1,394,860.

    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 11,162 shares
    Change vs previous 13F +946 shares

    0.23% of the 13F portfolio, value $1,283,518.

    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 10,216 shares
    Change vs previous 13F -184 shares

    0.29% of the 13F portfolio, value $1,574,694.

    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 10,400 shares
    Change vs previous 13F +95 shares

    0.33% of the 13F portfolio, value $1,776,840.

    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 10,305 shares
    Change vs previous 13F +857 shares

    0.32% of the 13F portfolio, value $1,541,422.

    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 9,448 shares
    Change vs previous 13F -40 shares

    0.29% of the 13F portfolio, value $1,320,641.

    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 9,488 shares
    Change vs previous 13F +98 shares

    0.36% of the 13F portfolio, value $1,635,921.

    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 9,390 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,437,891.

    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).