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LifeGuide Financial Advisors, LLC: STIP position timeline

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

LifeGuide Financial Advisors, LLC held 25,490 STIP 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 25,490 shares
    Change vs previous 13F +2,433 shares

    0.74% of the 13F portfolio, value $2,604,105.

    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 23,057 shares
    Change vs previous 13F -460 shares

    0.76% of the 13F portfolio, value $2,384,802.

    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 23,517 shares
    Change vs previous 13F +2,470 shares

    0.8% of the 13F portfolio, value $2,407,669.

    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 21,047 shares
    Change vs previous 13F -5 shares

    0.79% of the 13F portfolio, value $2,156,247.

    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 21,052 shares
    Change vs previous 13F -1,429 shares

    0.8% of the 13F portfolio, value $2,166,443.

    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 22,481 shares
    Change vs previous 13F -819 shares

    0.95% of the 13F portfolio, value $2,326,095.

    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 23,300 shares
    Change vs previous 13F +2,755 shares

    1.01% of the 13F portfolio, value $2,343,954.

    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 20,545 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,081,623.

    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).