LMG Wealth Partners, LLC

SEC CIK: 0001965772
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

WLDN holding history

Willdan Group, Inc. in every 13F filed by LMG Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WLDN overview All 13F holders of WLDN Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of WLDN by LMG Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−22,376−100.0%	Sold out	Holders
Q1 2026	22,376	$1.71M	0.3%	+2,350+11.7%	Added	Holders
Q4 2025	20,026	$2.08M	0.4%	+540+2.8%	Added	Holders
Q3 2025	19,486	$1.88M	0.4%	+19,486	New	Holders