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Lifelong Wealth Advisors, Inc.: FMDE position timeline

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

Lifelong Wealth Advisors, Inc. held 736,675 FMDE 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 736,675 shares
    Change vs previous 13F -24,893 shares

    7.04% of the 13F portfolio, value $29,894,286.

    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 761,568 shares
    Change vs previous 13F +13,661 shares

    7.31% of the 13F portfolio, value $27,385,985.

    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 747,907 shares
    Change vs previous 13F not available

    7.24% of the 13F portfolio, value $27,208,857.

    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).