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LifeGuide Financial Advisors, LLC: DFEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeGuide Financial Advisors, LLC on DFEM, newest first. How the timeline and the estimate are built.

LifeGuide Financial Advisors, LLC held 165,470 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,470 shares
    Change vs previous 13F -2,069 shares

    1.91% of the 13F portfolio, value $6,724,689.

    13F-HR 0001951757-26-000965 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 167,539 shares
    Change vs previous 13F +10,293 shares

    1.85% of the 13F portfolio, value $5,788,481.

    13F-HR 0001951757-26-000552 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 157,246 shares
    Change vs previous 13F +7,202 shares

    1.77% of the 13F portfolio, value $5,319,635.

    13F-HR 0001951757-26-000002 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 150,044 shares
    Change vs previous 13F +505 shares

    1.64% of the 13F portfolio, value $4,465,313.

    13F-HR 0001951757-25-001177 filed by LifeGuide Financial Advisors, 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 149,539 shares
    Change vs previous 13F +7,969 shares

    1.64% of the 13F portfolio, value $4,438,314.

    13F-HR 0001951757-25-000884 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 141,570 shares
    Change vs previous 13F +17,496 shares

    1.53% of the 13F portfolio, value $3,745,934.

    13F-HR 0001951757-25-000314 filed by LifeGuide Financial Advisors, 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 124,074 shares
    Change vs previous 13F +5,482 shares

    1.39% of the 13F portfolio, value $3,249,492.

    13F-HR 0001951757-25-000068 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 118,592 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,338,374.

    13F-HR 0001951757-24-000982 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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