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Lifelong Wealth Advisors, Inc.: SPYM position timeline

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

Lifelong Wealth Advisors, Inc. held 940,424 SPYM 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 940,424 shares
    Change vs previous 13F +139,890 shares

    19.47% of the 13F portfolio, value $82,644,448.

    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 800,534 shares
    Change vs previous 13F +4,641 shares

    16.35% of the 13F portfolio, value $61,272,898.

    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 795,893 shares
    Change vs previous 13F +333 shares

    16.98% of the 13F portfolio, value $63,846,520.

    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 795,560 shares
    Change vs previous 13F +7,734 shares

    18.56% of the 13F portfolio, value $62,324,168.

    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 787,826 shares
    Change vs previous 13F -86,629 shares

    19.02% of the 13F portfolio, value $57,267,092.

    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 874,455 shares
    Change vs previous 13F -6,159 shares

    26.97% of the 13F portfolio, value $57,504,157.

    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 880,614 shares
    Change vs previous 13F not available

    27.22% of the 13F portfolio, value $60,548,076.

    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).