Skip to content
Disclosery

Lifelong Wealth Advisors, Inc.: LCTU position timeline

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

Lifelong Wealth Advisors, Inc. held 14,367 LCTU 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 14,367 shares
    Change vs previous 13F -517 shares

    0.27% of the 13F portfolio, value $1,151,659.

    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 14,884 shares
    Change vs previous 13F +201 shares

    0.28% of the 13F portfolio, value $1,043,924.

    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 14,683 shares
    Change vs previous 13F +3,049 shares

    0.29% of the 13F portfolio, value $1,087,877.

    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 11,634 shares
    Change vs previous 13F +59 shares

    0.25% of the 13F portfolio, value $844,381.

    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 11,575 shares
    Change vs previous 13F +72 shares

    0.26% of the 13F portfolio, value $778,673.

    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 11,503 shares
    Change vs previous 13F +1,978 shares

    0.33% of the 13F portfolio, value $697,139.

    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 9,525 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $610,076.

    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).