Lifelong Wealth Advisors, Inc.: AVUV position timeline

Lifelong Wealth Advisors, Inc. held 218,595 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 218,595 shares

   Change vs previous 13F -5,941 shares

   6.43% of the 13F portfolio, value $27,271,921.

   13F-HR 0001725547-26-000233 filed by Lifelong Wealth Advisors, Inc.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 224,536 shares

   Change vs previous 13F -1,864 shares

   6.62% of the 13F portfolio, value $24,804,512.

   13F-HR 0001725547-26-000133 filed by Lifelong Wealth Advisors, Inc.
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 226,400 shares

   Change vs previous 13F -2,179 shares

   6.14% of the 13F portfolio, value $23,088,274.

   13F-HR 0001725547-26-000009 filed by Lifelong Wealth Advisors, Inc.
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 228,579 shares

   Change vs previous 13F +7,060 shares

   6.78% of the 13F portfolio, value $22,750,448.

   13F-HR 0001725547-25-004186 filed by Lifelong Wealth Advisors, Inc.
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 221,519 shares

   Change vs previous 13F not available

   6.7% of the 13F portfolio, value $20,180,337.

   13F-HR 0001725547-25-003381 filed by Lifelong Wealth Advisors, Inc.
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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