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Disclosery

LMG Wealth Partners, LLC: VFH position timeline

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

LMG Wealth Partners, LLC held 43,632 VFH 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 43,632 shares
    Change vs previous 13F +2,783 shares

    0.92% of the 13F portfolio, value $5,742,029.

    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 40,849 shares
    Change vs previous 13F +1,437 shares

    0.9% of the 13F portfolio, value $4,935,020.

    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 39,412 shares
    Change vs previous 13F -1,215 shares

    0.98% of the 13F portfolio, value $5,261,166.

    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 40,627 shares
    Change vs previous 13F +134 shares

    0.99% of the 13F portfolio, value $5,331,945.

    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 40,493 shares
    Change vs previous 13F -373 shares

    1.06% of the 13F portfolio, value $5,154,814.

    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 40,866 shares
    Change vs previous 13F +554 shares

    1.09% of the 13F portfolio, value $4,882,313.

    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 40,312 shares
    Change vs previous 13F +775 shares

    1.04% of the 13F portfolio, value $4,759,689.

    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 39,537 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,345,534.

    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).