Position in BSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,422,481
-$117,097 QoQ
Shares Held
101,824
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#50
of 197 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026LMG Wealth Partners, LLC holds $1,422,481 across 1 Oil & Gas E&P name. BSM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSM |
Black Stone Minerals, L.P.
This page
|
101,824 | $1,422,481 |
All Filings in BSM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,422,481 | 101,824 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,539,578 | 101,824 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,353,240 | 101,824 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,776,028 | 135,162 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,965,204 | 150,245 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,294,241 | 150,245 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,193,577 | 150,245 | Shares | Sole | 2025-02-03 | |
| 2022-12-31 | $2,433,413 | 144,245 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||