Skip to content
Disclosery

LMG Wealth Partners, LLC: WMT position timeline

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

LMG Wealth Partners, LLC held 158,724 WMT 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 158,724 shares
    Change vs previous 13F -613 shares

    2.87% of the 13F portfolio, value $17,977,029.

    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 159,337 shares
    Change vs previous 13F -315 shares

    3.61% of the 13F portfolio, value $19,802,397.

    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 159,652 shares
    Change vs previous 13F -13,329 shares

    3.32% of the 13F portfolio, value $17,786,777.

    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 172,981 shares
    Change vs previous 13F -453 shares

    3.32% of the 13F portfolio, value $17,827,374.

    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 173,434 shares
    Change vs previous 13F -1,570 shares

    3.48% of the 13F portfolio, value $16,958,336.

    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 175,004 shares
    Change vs previous 13F -1,883 shares

    3.42% of the 13F portfolio, value $15,363,610.

    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 176,887 shares
    Change vs previous 13F +1,446 shares

    3.48% of the 13F portfolio, value $15,981,700.

    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 175,441 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $14,166,824.

    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).