Skip to content
Disclosery

LMG Wealth Partners, LLC: IWO position timeline

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

LMG Wealth Partners, LLC held 47,501 IWO 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 47,501 shares
    Change vs previous 13F +238 shares

    2.99% of the 13F portfolio, value $18,713,494.

    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 47,263 shares
    Change vs previous 13F +1,119 shares

    2.7% of the 13F portfolio, value $14,831,602.

    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 46,144 shares
    Change vs previous 13F +953 shares

    2.78% of the 13F portfolio, value $14,904,973.

    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 45,191 shares
    Change vs previous 13F +519 shares

    2.69% of the 13F portfolio, value $14,462,928.

    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 44,672 shares
    Change vs previous 13F -139 shares

    2.62% of the 13F portfolio, value $12,769,938.

    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 44,811 shares
    Change vs previous 13F -117 shares

    2.55% of the 13F portfolio, value $11,450,555.

    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 44,928 shares
    Change vs previous 13F -2 shares

    2.82% of the 13F portfolio, value $12,931,177.

    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 44,930 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $12,760,120.

    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).