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LMG Wealth Partners, LLC: XMMO position timeline

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

LMG Wealth Partners, LLC held 60,963 XMMO 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 60,963 shares
    Change vs previous 13F +1,332 shares

    1.66% of the 13F portfolio, value $10,372,245.

    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 59,631 shares
    Change vs previous 13F +659 shares

    1.58% of the 13F portfolio, value $8,647,688.

    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 58,972 shares
    Change vs previous 13F -1,982 shares

    1.52% of the 13F portfolio, value $8,165,263.

    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 60,954 shares
    Change vs previous 13F +1,027 shares

    1.53% of the 13F portfolio, value $8,242,809.

    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 59,927 shares
    Change vs previous 13F -156 shares

    1.58% of the 13F portfolio, value $7,708,410.

    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 60,083 shares
    Change vs previous 13F +9,002 shares

    1.52% of the 13F portfolio, value $6,835,042.

    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 51,081 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $6,310,036.

    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).