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LifeGoal Investments, LLC: IUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeGoal Investments, LLC on IUSB, newest first. How the timeline and the estimate are built.

LifeGoal Investments, LLC held 14,973 IUSB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,973 shares
    Change vs previous 13F +1,444 shares

    0.2% of the 13F portfolio, value $660,171.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,529 shares
    Change vs previous 13F +1,938 shares

    0.29% of the 13F portfolio, value $624,379.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,591 shares
    Change vs previous 13F -1,743 shares

    0.31% of the 13F portfolio, value $534,230.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,334 shares
    Change vs previous 13F +2,150 shares

    0.41% of the 13F portfolio, value $617,523.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,184 shares
    Change vs previous 13F +511 shares

    0.43% of the 13F portfolio, value $522,417.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,673 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $493,433.

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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