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Disclosery

LMG Wealth Partners, LLC: SYY position timeline

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

LMG Wealth Partners, LLC held 60,111 SYY 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 60,111 shares
    Change vs previous 13F +3,785 shares

    0.8% of the 13F portfolio, value $5,024,077.

    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 56,326 shares
    Change vs previous 13F +1,871 shares

    0.73% of the 13F portfolio, value $4,017,734.

    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 54,455 shares
    Change vs previous 13F -4,380 shares

    0.75% of the 13F portfolio, value $4,012,789.

    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 58,835 shares
    Change vs previous 13F -83 shares

    0.9% of the 13F portfolio, value $4,844,474.

    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 58,918 shares
    Change vs previous 13F +298 shares

    0.92% of the 13F portfolio, value $4,462,449.

    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 58,620 shares
    Change vs previous 13F +290 shares

    0.98% of the 13F portfolio, value $4,398,845.

    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 58,330 shares
    Change vs previous 13F +1,000 shares

    0.97% of the 13F portfolio, value $4,459,912.

    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 57,330 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $4,475,180.

    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).