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Disclosery

LMG Wealth Partners, LLC: IJJ position timeline

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

LMG Wealth Partners, LLC held 61,225 IJJ 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 61,225 shares
    Change vs previous 13F -1,554 shares

    1.45% of the 13F portfolio, value $9,044,769.

    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 62,779 shares
    Change vs previous 13F +320 shares

    1.52% of the 13F portfolio, value $8,318,218.

    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 62,459 shares
    Change vs previous 13F +3,348 shares

    1.53% of the 13F portfolio, value $8,218,980.

    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 59,111 shares
    Change vs previous 13F +1 shares

    1.43% of the 13F portfolio, value $7,667,879.

    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 59,110 shares
    Change vs previous 13F +866 shares

    1.5% of the 13F portfolio, value $7,304,814.

    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 58,244 shares
    Change vs previous 13F +414 shares

    1.55% of the 13F portfolio, value $6,973,554.

    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 57,830 shares
    Change vs previous 13F +118 shares

    1.58% of the 13F portfolio, value $7,226,437.

    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 57,712 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $7,134,357.

    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).