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Lifelong Wealth Advisors, Inc.: IEMG position timeline

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

Lifelong Wealth Advisors, Inc. held 7,479 IEMG 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 7,479 shares
    Change vs previous 13F -71,106 shares

    0.15% of the 13F portfolio, value $619,560.

    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 78,585 shares
    Change vs previous 13F +2,169 shares

    1.46% of the 13F portfolio, value $5,481,331.

    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 76,416 shares
    Change vs previous 13F -91 shares

    1.37% of the 13F portfolio, value $5,136,710.

    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 76,507 shares
    Change vs previous 13F +4,220 shares

    1.5% of the 13F portfolio, value $5,043,348.

    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 72,287 shares
    Change vs previous 13F +39,650 shares

    1.44% of the 13F portfolio, value $4,339,395.

    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 32,637 shares
    Change vs previous 13F +13,580 shares

    0.83% of the 13F portfolio, value $1,761,421.

    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 19,057 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $995,159.

    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).