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LifeGoal Investments, LLC: MUB position timeline

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

LifeGoal Investments, LLC held 2,451 MUB 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 2,451 shares
    Change vs previous 13F -2,278 shares

    0.08% of the 13F portfolio, value $247,772.

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

  2. period ended2026-06-30
    13F 4,729 shares
    Change vs previous 13F +23 shares

    0.23% of the 13F portfolio, value $508,937.

    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 4,706 shares
    Change vs previous 13F -1,753 shares

    0.29% of the 13F portfolio, value $500,284.

    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 6,459 shares
    Change vs previous 13F +976 shares

    0.46% of the 13F portfolio, value $691,868.

    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 5,483 shares
    Change vs previous 13F -2,289 shares

    0.49% of the 13F portfolio, value $583,935.

    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 7,772 shares
    Change vs previous 13F -632 shares

    0.77% of the 13F portfolio, value $812,046.

    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 8,404 shares
    Change vs previous 13F -4,810 shares

    0.96% of the 13F portfolio, value $886,111.

    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 13,214 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,407,988.

    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).