LifeGuide Financial Advisors, LLC: DFIC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeGuide Financial Advisors, LLC on DFIC, newest first. How the timeline and the estimate are built.
LifeGuide Financial Advisors, LLC held 497,486 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 497,486 sharesChange vs previous 13F +20,582 shares
5.28% of the 13F portfolio, value $18,536,319.
13F-HR 0001951757-26-000965 filed by LifeGuide Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 476,904 sharesChange vs previous 13F +32,597 shares
5.42% of the 13F portfolio, value $16,944,415.
13F-HR 0001951757-26-000552 filed by LifeGuide Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 444,307 sharesChange vs previous 13F +19,749 shares
5.13% of the 13F portfolio, value $15,461,888.
13F-HR 0001951757-26-000002 filed by LifeGuide Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 424,558 sharesChange vs previous 13F +1,611 shares
4.86% of the 13F portfolio, value $13,186,781.
13F-HR 0001951757-25-001177 filed by LifeGuide Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 422,947 sharesChange vs previous 13F +14,355 shares
4.85% of the 13F portfolio, value $13,149,434.
13F-HR 0001951757-25-000884 filed by LifeGuide Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 408,592 sharesChange vs previous 13F +36,237 shares
4.63% of the 13F portfolio, value $11,346,611.
13F-HR 0001951757-25-000314 filed by LifeGuide Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 372,355 sharesChange vs previous 13F +22,290 shares
4.13% of the 13F portfolio, value $9,623,522.
13F-HR 0001951757-25-000068 filed by LifeGuide Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 350,065 sharesChange vs previous 13F not available
4.2% of the 13F portfolio, value $9,850,829.
13F-HR 0001951757-24-000982 filed by LifeGuide Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).