Lifelong Wealth Advisors, Inc.: JBND position timeline

Lifelong Wealth Advisors, Inc. held 699,070 JBND 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 699,070 shares

   Change vs previous 13F +29,780 shares

   8.81% of the 13F portfolio, value $37,400,222.

   13F-HR 0001725547-26-000233 filed by Lifelong Wealth Advisors, Inc.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 669,290 shares

   Change vs previous 13F +18,770 shares

   9.6% of the 13F portfolio, value $35,987,723.

   13F-HR 0001725547-26-000133 filed by Lifelong Wealth Advisors, Inc.
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 650,520 shares

   Change vs previous 13F +12,613 shares

   9.36% of the 13F portfolio, value $35,173,616.

   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).

4. period ended2025-09-30

   13F 637,907 shares

   Change vs previous 13F +71,840 shares

   10.29% of the 13F portfolio, value $34,549,043.

   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).

5. period ended2025-06-30

   13F 566,067 shares

   Change vs previous 13F not available

   10.08% of the 13F portfolio, value $30,335,531.

   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).