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Lifelong Wealth Advisors, Inc.: VTI position timeline

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

Lifelong Wealth Advisors, Inc. held 788 VTI 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 788 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $291,727.

    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 788 shares
    Change vs previous 13F +187 shares

    0.07% of the 13F portfolio, value $252,916.

    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 601 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $201,549.

    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).