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LMG Wealth Partners, LLC: MFC position timeline

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

LMG Wealth Partners, LLC held 67,405 MFC 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 67,405 shares
    Change vs previous 13F +875 shares

    0.44% of the 13F portfolio, value $2,730,577.

    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 66,530 shares
    Change vs previous 13F +3,604 shares

    0.42% of the 13F portfolio, value $2,291,293.

    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 62,926 shares
    Change vs previous 13F +356 shares

    0.43% of the 13F portfolio, value $2,282,955.

    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 62,570 shares
    Change vs previous 13F +2,874 shares

    0.36% of the 13F portfolio, value $1,949,056.

    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 59,696 shares
    Change vs previous 13F +1,791 shares

    0.39% of the 13F portfolio, value $1,907,884.

    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 57,905 shares
    Change vs previous 13F +2,542 shares

    0.4% of the 13F portfolio, value $1,803,741.

    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 55,363 shares
    Change vs previous 13F +3,507 shares

    0.37% of the 13F portfolio, value $1,700,198.

    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 51,856 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,532,345.

    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).