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Disclosery

LMG Wealth Partners, LLC: CLS position timeline

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

LMG Wealth Partners, LLC held 19,403 CLS 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 19,403 shares
    Change vs previous 13F -6,034 shares

    1.13% of the 13F portfolio, value $7,078,214.

    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 25,437 shares
    Change vs previous 13F -661 shares

    1.31% of the 13F portfolio, value $7,165,094.

    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 26,098 shares
    Change vs previous 13F -2,039 shares

    1.44% of the 13F portfolio, value $7,714,830.

    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 28,137 shares
    Change vs previous 13F -2,772 shares

    1.29% of the 13F portfolio, value $6,932,394.

    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 30,909 shares
    Change vs previous 13F -305 shares

    0.99% of the 13F portfolio, value $4,825,204.

    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 31,214 shares
    Change vs previous 13F -547 shares

    0.55% of the 13F portfolio, value $2,459,975.

    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 31,761 shares
    Change vs previous 13F +696 shares

    0.64% of the 13F portfolio, value $2,931,540.

    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 31,065 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,588,043.

    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).