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Disclosery

LMG Wealth Partners, LLC: CB position timeline

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

LMG Wealth Partners, LLC held 15,695 CB 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 15,695 shares
    Change vs previous 13F +687 shares

    0.85% of the 13F portfolio, value $5,348,077.

    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 15,008 shares
    Change vs previous 13F +550 shares

    0.89% of the 13F portfolio, value $4,891,641.

    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 14,458 shares
    Change vs previous 13F +299 shares

    0.84% of the 13F portfolio, value $4,512,491.

    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 14,159 shares
    Change vs previous 13F +127 shares

    0.74% of the 13F portfolio, value $3,996,426.

    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 14,032 shares
    Change vs previous 13F +174 shares

    0.84% of the 13F portfolio, value $4,065,272.

    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 13,858 shares
    Change vs previous 13F +1,701 shares

    0.93% of the 13F portfolio, value $4,184,858.

    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 12,157 shares
    Change vs previous 13F +652 shares

    0.73% of the 13F portfolio, value $3,359,026.

    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 11,505 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,317,951.

    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).