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LMG Wealth Partners, LLC: CAAP position timeline

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

LMG Wealth Partners, LLC held 102,665 CAAP 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 102,665 shares
    Change vs previous 13F -574 shares

    0.41% of the 13F portfolio, value $2,585,105.

    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 103,239 shares
    Change vs previous 13F +407 shares

    0.48% of the 13F portfolio, value $2,610,914.

    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 102,832 shares
    Change vs previous 13F +1,083 shares

    0.5% of the 13F portfolio, value $2,673,632.

    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 101,749 shares
    Change vs previous 13F +3,699 shares

    0.34% of the 13F portfolio, value $1,843,692.

    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 98,050 shares
    Change vs previous 13F +2,866 shares

    0.41% of the 13F portfolio, value $1,986,493.

    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 95,184 shares
    Change vs previous 13F +3,693 shares

    0.39% of the 13F portfolio, value $1,741,867.

    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 91,491 shares
    Change vs previous 13F +6,670 shares

    0.37% of the 13F portfolio, value $1,707,222.

    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 84,821 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,480,975.

    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).