Skip to content
Disclosery

Lifelong Wealth Advisors, Inc.: USXF position timeline

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

Lifelong Wealth Advisors, Inc. held 9,004 USXF 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 9,004 shares
    Change vs previous 13F +688 shares

    0.15% of the 13F portfolio, value $625,328.

    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 8,316 shares
    Change vs previous 13F -33 shares

    0.12% of the 13F portfolio, value $459,043.

    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 8,349 shares
    Change vs previous 13F -410 shares

    0.13% of the 13F portfolio, value $480,735.

    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 8,759 shares
    Change vs previous 13F -46 shares

    0.15% of the 13F portfolio, value $501,978.

    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 8,805 shares
    Change vs previous 13F -3,373 shares

    0.16% of the 13F portfolio, value $474,854.

    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 12,178 shares
    Change vs previous 13F +2,839 shares

    0.27% of the 13F portfolio, value $568,347.

    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 9,339 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $464,335.

    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).