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Disclosery

LMG Wealth Partners, LLC: VISN position timeline

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

LMG Wealth Partners, LLC held 166,802 VISN 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 166,802 shares
    Change vs previous 13F +71,977 shares

    0.34% of the 13F portfolio, value $2,131,730.

    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 94,825 shares
    Change vs previous 13F +5,565 shares

    0.31% of the 13F portfolio, value $1,725,815.

    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 89,260 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,618,284.

    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).