LMG Wealth Partners, LLC

Position in RJF — Raymond James Financial Inc

CIK 1965772 SHREVEPORT, LA

Position in RJF

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$5,919,883

-$572,770 QoQ

Shares Held

40,886

+1.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

LMG Wealth Partners, LLC holds $7,368,009 across 3 Asset Management names. RJF ranks #1 (80.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc This page	40,886	$5,919,883
2	BX	Blackstone Inc.	11,162	$1,283,518
3	CCAP	Crescent Capital BDC, Inc.	13,548	$164,608

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,919,883	40,886	+1.1%	Shares	Sole	2026-04-17
2025-12-31	$6,492,653	40,430	-0.0%	Shares	Sole	2026-02-02
2025-09-30	$6,979,944	40,440	0.0%	Shares	Sole	2025-11-12
2025-06-30	$6,202,282	40,440	+0.9%	Shares	Sole	2025-07-29
2025-03-31	$5,569,040	40,091	+0.8%	Shares	Sole	2025-05-02
2024-12-31	$6,179,182	39,781	0.0%	Shares	Sole	2025-02-03
2024-09-30	$4,871,581	39,781	-0.3%	Shares	Sole	2024-10-23
2024-06-30	$4,933,769	39,914	-0.6%	Shares	Sole	2024-08-02
2024-03-31	$5,157,860	40,164	+3.0%	Shares	Sole	2024-05-03
2023-12-31	$4,346,604	38,983	-1.8%	Shares	Sole	2024-01-23
2023-09-30	$3,986,870	39,698	-0.7%	Shares	Sole	2023-10-16
2023-06-30	$4,147,064	39,964	+0.2%	Shares	Sole	2023-07-27
2023-03-31	$3,718,395	39,867	+85.1%	Shares	Sole	2023-05-02
2022-12-31	$2,300,907	21,534	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.