Lifelong Wealth Advisors, Inc.: THRO position timeline

Lifelong Wealth Advisors, Inc. held 71,680 THRO 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 71,680 shares

   Change vs previous 13F -30,027 shares

   0.73% of the 13F portfolio, value $3,090,127.

   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 101,707 shares

   Change vs previous 13F +10,451 shares

   0.98% of the 13F portfolio, value $3,683,828.

   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 91,256 shares

   Change vs previous 13F +9,542 shares

   0.94% of the 13F portfolio, value $3,518,831.

   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 81,714 shares

   Change vs previous 13F +4,342 shares

   0.92% of the 13F portfolio, value $3,093,692.

   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 77,372 shares

   Change vs previous 13F not available

   0.91% of the 13F portfolio, value $2,752,896.

   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).