13F Filings History of LWMG, LLC

Latest 13F report
Q3 2024 - 04 Oct 2024
Value $
$526,131,801
Signature - Title
Sonia Goforth - Chief Compliance Officer
Location
Lake Elmo, MN
Summary
This page shows a list of all the recent 13F filings made by LWMG, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LWMG, LLC reported 90 stock holdings with total value $526,131,801 as of Q3 2024. Top holdings included DGRO, VEA, IWF, IVV, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 90 $526,131,801 +$38,471,828 -$14,895,057 +$23,576,771 DGRO, VEA, IWF, IVV, QQQ 13F-HR 04 Oct 2024, 16:01
Q2 2024 89 $474,029,054 +$35,981,087 -$1,026,483 +$34,954,604 DGRO, VEA, IWF, IVV, QQQ 13F-HR 11 Jul 2024, 13:01
Q1 2024 85 $433,271,568 +$13,360,709 -$8,352,594 +$5,008,115 DGRO, VEA, IWF, IVV, QQQ 13F-HR 02 May 2024, 10:47
Q4 2023 88 $407,376,071 +$21,134,574 -$13,563,173 +$7,571,401 DGRO, VEA, IWF, IVV, QQQ Restatement 13 Feb 2024, 11:19
Q3 2023 83 $364,539,466 +$30,306,916 -$7,333,252 +$22,973,664 DGRO, VEA, IWF, IVV, QQQ 13F-HR 02 Nov 2023, 15:55
Q2 2023 86 $357,298,604 +$32,336,291 -$5,771,964 +$26,564,327 DGRO, VEA, IWF, IVV, BNDX 13F-HR 08 Aug 2023, 16:02
Q1 2023 83 $319,416,228 +$57,564,635 -$30,185,816 +$27,378,819 DGRO, VEA, IVV, BNDX, VO 13F-HR 05 May 2023, 12:21
Q4 2022 89 $278,620,739 $0 $0 $0 DGRO, VEA, IVV, BNDX, VO 13F-HR 09 Feb 2023, 16:25