Skip to content
Disclosery

Lifelong Wealth Advisors, Inc.: IVW position timeline

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

Lifelong Wealth Advisors, Inc. held 71,625 IVW 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 71,625 shares
    Change vs previous 13F +3,486 shares

    2.32% of the 13F portfolio, value $9,850,594.

    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 68,139 shares
    Change vs previous 13F +5,971 shares

    2.06% of the 13F portfolio, value $7,707,202.

    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 62,168 shares
    Change vs previous 13F +4,490 shares

    2.04% of the 13F portfolio, value $7,662,828.

    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 57,678 shares
    Change vs previous 13F -383 shares

    2.07% of the 13F portfolio, value $6,962,888.

    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 58,061 shares
    Change vs previous 13F -3,614 shares

    2.12% of the 13F portfolio, value $6,392,516.

    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 61,675 shares
    Change vs previous 13F +974 shares

    2.68% of the 13F portfolio, value $5,725,290.

    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 60,701 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $6,162,972.

    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).