Skip to content
Disclosery

LifeGoal Investments, LLC: SPY position timeline

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

LifeGoal Investments, LLC held 968 SPY 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 968 shares
    Change vs previous 13F +180 shares

    0.23% of the 13F portfolio, value $738,226.

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

  2. period ended2026-06-30
    13F 788 shares
    Change vs previous 13F +29 shares

    0.27% of the 13F portfolio, value $588,455.

    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 759 shares
    Change vs previous 13F -6 shares

    0.28% of the 13F portfolio, value $497,327.

    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 765 shares
    Change vs previous 13F +162 shares

    0.35% of the 13F portfolio, value $521,669.

    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 603 shares
    Change vs previous 13F +21 shares

    0.33% of the 13F portfolio, value $401,707.

    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 582 shares
    Change vs previous 13F -1,539 shares

    0.34% of the 13F portfolio, value $359,589.

    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 2,121 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $1,186,466.

    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 2,121 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $1,243,076.

    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).