Skip to content
Disclosery

LMG Wealth Partners, LLC: VOO position timeline

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

LMG Wealth Partners, LLC held 2,053 VOO 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 2,053 shares
    Change vs previous 13F +46 shares

    0.23% of the 13F portfolio, value $1,410,021.

    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 2,007 shares
    Change vs previous 13F +317 shares

    0.22% of the 13F portfolio, value $1,199,283.

    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 1,690 shares
    Change vs previous 13F +37 shares

    0.2% of the 13F portfolio, value $1,059,850.

    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 1,653 shares
    Change vs previous 13F +200 shares

    0.19% of the 13F portfolio, value $1,012,264.

    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 1,453 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $825,348.

    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).