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Disclosery

LMG Wealth Partners, LLC: O position timeline

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

LMG Wealth Partners, LLC held 85,162 O 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 85,162 shares
    Change vs previous 13F +5,403 shares

    0.84% of the 13F portfolio, value $5,276,638.

    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 79,759 shares
    Change vs previous 13F +3,449 shares

    0.89% of the 13F portfolio, value $4,879,656.

    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 76,310 shares
    Change vs previous 13F -3,727 shares

    0.8% of the 13F portfolio, value $4,301,595.

    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 80,037 shares
    Change vs previous 13F +1,248 shares

    0.9% of the 13F portfolio, value $4,865,449.

    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 78,789 shares
    Change vs previous 13F +3,478 shares

    0.93% of the 13F portfolio, value $4,539,034.

    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 75,311 shares
    Change vs previous 13F +1,066 shares

    0.97% of the 13F portfolio, value $4,368,791.

    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 74,245 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,965,425.

    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).