Lifelong Wealth Advisors, Inc.: IFRA position timeline

Lifelong Wealth Advisors, Inc. held 0 IFRA shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -3,919 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 3,919 shares

   Change vs previous 13F -1,606 shares

   0.06% of the 13F portfolio, value $207,002.

   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).

3. period ended2025-06-30

   13F 5,525 shares

   Change vs previous 13F -73,890 shares

   0.09% of the 13F portfolio, value $271,775.

   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).

4. period ended2025-03-31

   13F 79,415 shares

   Change vs previous 13F -11,126 shares

   1.68% of the 13F portfolio, value $3,579,234.

   13F-HR 0001725547-25-001450 filed by Lifelong Wealth Advisors, Inc.
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 90,541 shares

   Change vs previous 13F not available

   1.88% of the 13F portfolio, value $4,186,086.

   13F-HR 0001221073-25-000033 filed by Lifelong Wealth Advisors, Inc.
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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