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LifeGoal Investments, LLC: IVVM position timeline

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

LifeGoal Investments, LLC held 24,351 IVVM 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 24,351 shares
    Change vs previous 13F -21 shares

    0.28% of the 13F portfolio, value $919,739.

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

  2. period ended2026-06-30
    13F 24,372 shares
    Change vs previous 13F +4,294 shares

    0.41% of the 13F portfolio, value $900,618.

    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 20,078 shares
    Change vs previous 13F -5,286 shares

    0.39% of the 13F portfolio, value $688,266.

    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 25,364 shares
    Change vs previous 13F +4,517 shares

    0.59% of the 13F portfolio, value $882,415.

    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 20,847 shares
    Change vs previous 13F +13,191 shares

    0.59% of the 13F portfolio, value $712,960.

    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 7,656 shares
    Change vs previous 13F -2,979 shares

    0.24% of the 13F portfolio, value $247,817.

    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).

  7. period ended2025-03-31
    13F 10,635 shares
    Change vs previous 13F -5,559 shares

    0.35% of the 13F portfolio, value $325,059.

    13F-HR 0001754960-25-000221 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).

  8. period ended2024-12-31
    13F 16,194 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $496,542.

    13F-HR 0001754960-25-000096 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).