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Lifelong Wealth Advisors, Inc.: IYW position timeline

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

Lifelong Wealth Advisors, Inc. held 43,554 IYW 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 43,554 shares
    Change vs previous 13F -7,464 shares

    2.59% of the 13F portfolio, value $10,985,631.

    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 51,018 shares
    Change vs previous 13F -885 shares

    2.47% of the 13F portfolio, value $9,255,686.

    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 51,903 shares
    Change vs previous 13F -11,813 shares

    2.76% of the 13F portfolio, value $10,363,991.

    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 63,716 shares
    Change vs previous 13F -994 shares

    3.72% of the 13F portfolio, value $12,479,354.

    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 64,710 shares
    Change vs previous 13F -30,713 shares

    3.72% of the 13F portfolio, value $11,212,247.

    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 95,423 shares
    Change vs previous 13F -17 shares

    6.28% of the 13F portfolio, value $13,401,160.

    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 95,440 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $15,202,203.

    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).