True Wealth Design
LMRI icon

True Wealth Design’s Lumexa Imaging Holdings LMRI Stock Holding History

True Wealth Design’s Portfolio LMRI Stock Details LMRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$851 Hold
83
– – ﹤0.01% 1977
2026
Q2 		$937 Buy
+83
New +$758 ﹤0.01% 2000

Other funds holding LMRI

Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's LMRI Position: Q3 2026 in Review

True Wealth Design held its Lumexa Imaging Holdings (LMRI) position steady in Q3 2026 at 83 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

True Wealth Design first reported a position in LMRI in Q2 2026 and has held it in 2 quarters since. The position peaked at $937 in Q2 2026. 11 funds tracked by Wall St. Rank hold LMRI as of Q3 2026.

  • True Wealth Design held 83 shares of Lumexa Imaging Holdings worth $851 as of Q3 2026.
  • True Wealth Design left its Lumexa Imaging Holdings share count unchanged in Q3 2026.
  • Lumexa Imaging Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1977 holding.
  • True Wealth Design first reported a position in Lumexa Imaging Holdings in Q2 2026 and has held it in 2 quarters since.
  • True Wealth Design's Lumexa Imaging Holdings position peaked at $937 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Lumexa Imaging Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.