Position in W
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,208,729
New position
Shares Held
34,719
first reported quarter
Ownership
0.025%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#156
of 450 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026LMG Wealth Partners, LLC holds $12,312,840 across 2 Internet Retail names. W ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
38,198 | $9,104,111 | |
| 2 | W |
Wayfair Inc.
This page
|
34,719 | $3,208,729 |
All Filings in W
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,208,729 | 34,719 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||