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Disclosery

LMG Wealth Partners, LLC: IWP position timeline

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

LMG Wealth Partners, LLC held 102,212 IWP 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 102,212 shares
    Change vs previous 13F +5,764 shares

    2.39% of the 13F portfolio, value $14,964,859.

    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 96,448 shares
    Change vs previous 13F -2,948 shares

    2.25% of the 13F portfolio, value $12,356,918.

    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 99,396 shares
    Change vs previous 13F +701 shares

    2.54% of the 13F portfolio, value $13,611,288.

    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 98,695 shares
    Change vs previous 13F +292 shares

    2.61% of the 13F portfolio, value $14,055,155.

    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 98,403 shares
    Change vs previous 13F -1,077 shares

    2.8% of the 13F portfolio, value $13,646,528.

    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 99,480 shares
    Change vs previous 13F -1,752 shares

    2.6% of the 13F portfolio, value $11,687,905.

    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 101,232 shares
    Change vs previous 13F -430 shares

    2.8% of the 13F portfolio, value $12,831,156.

    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 101,662 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $11,923,936.

    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).