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Lifelong Wealth Advisors, Inc.: BINC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifelong Wealth Advisors, Inc. on BINC, newest first. How the timeline and the estimate are built.

Lifelong Wealth Advisors, Inc. held 10,368 BINC 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 10,368 shares
    Change vs previous 13F -24,694 shares

    0.13% of the 13F portfolio, value $542,661.

    13F-HR 0001725547-26-000233 filed by Lifelong Wealth Advisors, Inc.
    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 35,062 shares
    Change vs previous 13F +2,541 shares

    0.49% of the 13F portfolio, value $1,820,770.

    13F-HR 0001725547-26-000133 filed by Lifelong Wealth Advisors, Inc.
    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 32,521 shares
    Change vs previous 13F +6,517 shares

    0.46% of the 13F portfolio, value $1,716,133.

    13F-HR 0001725547-26-000009 filed by Lifelong Wealth Advisors, Inc.
    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 26,004 shares
    Change vs previous 13F +1,934 shares

    0.41% of the 13F portfolio, value $1,384,453.

    13F-HR 0001725547-25-004186 filed by Lifelong Wealth Advisors, Inc.
    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 24,070 shares
    Change vs previous 13F +447 shares

    0.42% of the 13F portfolio, value $1,271,859.

    13F-HR 0001725547-25-003381 filed by Lifelong Wealth Advisors, Inc.
    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 23,623 shares
    Change vs previous 13F +1,057 shares

    0.58% of the 13F portfolio, value $1,237,373.

    13F-HR 0001725547-25-001450 filed by Lifelong Wealth Advisors, Inc.
    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 22,566 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,173,883.

    13F-HR 0001221073-25-000033 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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