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Disclosery

LMG Wealth Partners, LLC: DRI position timeline

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

LMG Wealth Partners, LLC held 6,411 DRI 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 6,411 shares
    Change vs previous 13F +326 shares

    0.21% of the 13F portfolio, value $1,320,730.

    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 6,085 shares
    Change vs previous 13F +664 shares

    0.22% of the 13F portfolio, value $1,192,903.

    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 5,421 shares
    Change vs previous 13F -795 shares

    0.19% of the 13F portfolio, value $997,572.

    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 6,216 shares
    Change vs previous 13F +220 shares

    0.22% of the 13F portfolio, value $1,183,278.

    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 5,996 shares
    Change vs previous 13F +945 shares

    0.27% of the 13F portfolio, value $1,306,948.

    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 5,051 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,049,396.

    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).