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Disclosery

LMG Wealth Partners, LLC: VBR position timeline

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

LMG Wealth Partners, LLC held 76,108 VBR 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 76,108 shares
    Change vs previous 13F +509 shares

    2.96% of the 13F portfolio, value $18,493,483.

    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 75,599 shares
    Change vs previous 13F +257 shares

    2.99% of the 13F portfolio, value $16,423,883.

    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 75,342 shares
    Change vs previous 13F -212 shares

    2.98% of the 13F portfolio, value $15,956,682.

    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 75,554 shares
    Change vs previous 13F +108 shares

    2.93% of the 13F portfolio, value $15,768,875.

    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 75,446 shares
    Change vs previous 13F -22 shares

    3.02% of the 13F portfolio, value $14,712,724.

    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 75,468 shares
    Change vs previous 13F +292 shares

    3.13% of the 13F portfolio, value $14,058,934.

    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 75,176 shares
    Change vs previous 13F -376 shares

    3.25% of the 13F portfolio, value $14,898,380.

    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 75,552 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $15,169,331.

    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).