LMG Wealth Partners, LLC

Position in PRU — Prudential Financial Inc

CIK 1965772 SHREVEPORT, LA

Position in PRU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,027,185

+$866,215 QoQ

Shares Held

74,374

+1.5% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

2.00%

of 13F equity value

Holder Rank

#199

of 1,403 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LMG Wealth Partners, LLC holds $17,177,433 across 3 Insurance - Life names. PRU ranks #1 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	74,374	$8,027,185
2	AFL	Aflac Inc	54,752	$6,419,672
3	MFC	Manulife Financial Corp	67,405	$2,730,576

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,027,185	74,374	+1.5%	Shares	Sole	2026-08-12
2026-03-31	$7,160,970	73,303	+5.3%	Shares	Sole	2026-04-17
2025-12-31	$7,859,834	69,630	-5.6%	Shares	Sole	2026-02-02
2025-09-30	$7,651,862	73,760	-0.2%	Shares	Sole	2025-11-12
2025-06-30	$7,944,328	73,942	+1.8%	Shares	Sole	2025-07-29
2025-03-31	$8,111,765	72,634	+0.8%	Shares	Sole	2025-05-02
2024-12-31	$8,537,004	72,024	+1.5%	Shares	Sole	2025-02-03
2024-09-30	$8,591,197	70,943	-25.1%	Shares	Sole	2024-10-23
2024-06-30	$11,102,111	94,736	+1.1%	Shares	Sole	2024-08-02
2024-03-31	$10,998,032	93,680	-9.3%	Shares	Sole	2024-05-03
2023-12-31	$10,710,027	103,269	+0.9%	Shares	Sole	2024-01-23
2023-09-30	$9,712,181	102,352	+3.7%	Shares	Sole	2023-10-16
2023-06-30	$8,704,138	98,664	+2.1%	Shares	Sole	2023-07-27
2023-03-31	$7,995,745	96,637	+1.4%	Shares	Sole	2023-05-02
2022-12-31	$9,482,118	95,336	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.