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Disclosery

FINANCIAL LIFE ADVISORS: SUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL LIFE ADVISORS on SUB, newest first. How the timeline and the estimate are built.

FINANCIAL LIFE ADVISORS held 0 SUB shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,425 shares

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,425 shares
    Change vs previous 13F -197 shares

    0.09% of the 13F portfolio, value $257,875.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 2,622 shares
    Change vs previous 13F -3,093 shares

    0.1% of the 13F portfolio, value $276,883.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 5,715 shares
    Change vs previous 13F +250 shares

    0.23% of the 13F portfolio, value $602,818.

    13F-HR 0001730813-25-000002 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 5,465 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $580,328.

    13F-HR 0001730813-24-000007 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).