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Lifelong Wealth Advisors, Inc.: MBB position timeline

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

Lifelong Wealth Advisors, Inc. held 26,681 MBB 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 26,681 shares
    Change vs previous 13F +1,987 shares

    0.59% of the 13F portfolio, value $2,521,929.

    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 24,694 shares
    Change vs previous 13F +1,925 shares

    0.63% of the 13F portfolio, value $2,344,712.

    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 22,769 shares
    Change vs previous 13F +3,087 shares

    0.58% of the 13F portfolio, value $2,168,065.

    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 19,682 shares
    Change vs previous 13F +1,021 shares

    0.56% of the 13F portfolio, value $1,872,711.

    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 18,661 shares
    Change vs previous 13F +172 shares

    0.58% of the 13F portfolio, value $1,752,121.

    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 18,489 shares
    Change vs previous 13F -2,267 shares

    0.81% of the 13F portfolio, value $1,733,915.

    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 20,756 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,902,903.

    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).