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McNaughton Wealth Management, LLC: LGLV position timeline

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

McNaughton Wealth Management, LLC held 11,956 LGLV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,956 shares
    Change vs previous 13F -151 shares

    0.73% of the 13F portfolio, value $2,084,021.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,107 shares
    Change vs previous 13F -1,188 shares

    0.78% of the 13F portfolio, value $2,196,874.

    13F-HR 0001802691-26-000004 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 13,295 shares
    Change vs previous 13F -202 shares

    0.98% of the 13F portfolio, value $2,367,926.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 13,497 shares
    Change vs previous 13F -3,272 shares

    0.98% of the 13F portfolio, value $2,369,724.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 16,769 shares
    Change vs previous 13F +935 shares

    1.26% of the 13F portfolio, value $2,987,591.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 15,834 shares
    Change vs previous 13F +665 shares

    1.23% of the 13F portfolio, value $2,764,775.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 15,169 shares
    Change vs previous 13F -80,593 shares

    1.28% of the 13F portfolio, value $2,640,013.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 95,762 shares
    Change vs previous 13F not available

    7.62% of the 13F portfolio, value $15,820,760.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).