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Disclosery

LMG Wealth Partners, LLC: T position timeline

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

LMG Wealth Partners, LLC held 80,750 T 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 80,750 shares
    Change vs previous 13F -1,979 shares

    0.27% of the 13F portfolio, value $1,671,534.

    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 82,729 shares
    Change vs previous 13F +480 shares

    0.44% of the 13F portfolio, value $2,398,318.

    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 82,249 shares
    Change vs previous 13F +55 shares

    0.38% of the 13F portfolio, value $2,043,074.

    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 82,194 shares
    Change vs previous 13F +68 shares

    0.43% of the 13F portfolio, value $2,321,167.

    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 82,126 shares
    Change vs previous 13F -730 shares

    0.49% of the 13F portfolio, value $2,376,718.

    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 82,856 shares
    Change vs previous 13F -955 shares

    0.52% of the 13F portfolio, value $2,343,156.

    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 83,811 shares
    Change vs previous 13F +490 shares

    0.42% of the 13F portfolio, value $1,908,375.

    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 83,321 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,833,056.

    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).