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Lifelong Wealth Advisors, Inc.: IUSB position timeline

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

Lifelong Wealth Advisors, Inc. held 135,297 IUSB 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 135,297 shares
    Change vs previous 13F +59,610 shares

    1.47% of the 13F portfolio, value $6,243,965.

    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 75,687 shares
    Change vs previous 13F +3,229 shares

    0.93% of the 13F portfolio, value $3,495,990.

    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 72,458 shares
    Change vs previous 13F -11,476 shares

    0.9% of the 13F portfolio, value $3,372,218.

    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 83,934 shares
    Change vs previous 13F +2,522 shares

    1.17% of the 13F portfolio, value $3,920,577.

    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 81,412 shares
    Change vs previous 13F -11,640 shares

    1.25% of the 13F portfolio, value $3,763,658.

    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 93,052 shares
    Change vs previous 13F -313 shares

    2.01% of the 13F portfolio, value $4,287,832.

    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 93,365 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $4,220,091.

    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).