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LifeGoal Investments, LLC: MUNI position timeline

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

LifeGoal Investments, LLC held 12,171 MUNI 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 12,171 shares
    Change vs previous 13F -12,302 shares

    0.18% of the 13F portfolio, value $604,777.

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

  2. period ended2026-06-30
    13F 24,473 shares
    Change vs previous 13F +124 shares

    0.59% of the 13F portfolio, value $1,287,304.

    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 24,349 shares
    Change vs previous 13F +4,858 shares

    0.73% of the 13F portfolio, value $1,269,333.

    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 19,491 shares
    Change vs previous 13F +19,491 shares

    1.15% of the 13F portfolio, value $1,720,349.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,059 shares

    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).

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

  6. period ended2025-03-31
    13F 4,059 shares
    Change vs previous 13F -1,886 shares

    0.23% of the 13F portfolio, value $209,223.

    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).

  7. period ended2024-12-31
    13F 5,945 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $307,548.

    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).