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Disclosery

LMG Wealth Partners, LLC: CCAP position timeline

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

LMG Wealth Partners, LLC held 15,263 CCAP 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 15,263 shares
    Change vs previous 13F +1,715 shares

    0.03% of the 13F portfolio, value $166,672.

    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 13,548 shares
    Change vs previous 13F +2,048 shares

    0.03% of the 13F portfolio, value $164,608.

    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 11,500 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $161,575.

    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).