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Disclosery

LMG Wealth Partners, LLC: DIVI position timeline

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

LMG Wealth Partners, LLC held 271,790 DIVI 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 271,790 shares
    Change vs previous 13F +598 shares

    1.86% of the 13F portfolio, value $11,610,869.

    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 271,192 shares
    Change vs previous 13F +11,124 shares

    1.97% of the 13F portfolio, value $10,796,154.

    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 260,068 shares
    Change vs previous 13F +6,973 shares

    1.89% of the 13F portfolio, value $10,114,045.

    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 253,095 shares
    Change vs previous 13F +3,411 shares

    1.76% of the 13F portfolio, value $9,442,974.

    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 249,684 shares
    Change vs previous 13F +5,647 shares

    1.83% of the 13F portfolio, value $8,898,738.

    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 244,037 shares
    Change vs previous 13F +5,885 shares

    1.77% of the 13F portfolio, value $7,953,166.

    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 238,152 shares
    Change vs previous 13F +4,779 shares

    1.56% of the 13F portfolio, value $7,146,942.

    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 233,373 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $7,738,649.

    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).