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Disclosery

LMG Wealth Partners, LLC: NTLA position timeline

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

LMG Wealth Partners, LLC held 11,228 NTLA 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 11,228 shares
    Change vs previous 13F -770 shares

    0.03% of the 13F portfolio, value $189,978.

    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 11,998 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $153,814.

    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 11,918 shares
    Change vs previous 13F -2,228 shares

    0.02% of the 13F portfolio, value $107,143.

    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 14,146 shares
    Change vs previous 13F +160 shares

    0.05% of the 13F portfolio, value $244,301.

    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 13,986 shares
    Change vs previous 13F -299 shares

    0.03% of the 13F portfolio, value $131,189.

    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 14,285 shares
    Change vs previous 13F +3,157 shares

    0.02% of the 13F portfolio, value $101,566.

    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 11,128 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $129,752.

    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).