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Lifelong Wealth Advisors, Inc.: XTEN position timeline

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

Lifelong Wealth Advisors, Inc. held 58,350 XTEN 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 58,350 shares
    Change vs previous 13F -12,266 shares

    0.63% of the 13F portfolio, value $2,659,582.

    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 70,616 shares
    Change vs previous 13F +4,408 shares

    0.86% of the 13F portfolio, value $3,238,450.

    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 66,208 shares
    Change vs previous 13F +13,707 shares

    0.81% of the 13F portfolio, value $3,060,134.

    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 52,501 shares
    Change vs previous 13F +3,237 shares

    0.73% of the 13F portfolio, value $2,448,122.

    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 49,264 shares
    Change vs previous 13F +28,229 shares

    0.76% of the 13F portfolio, value $2,274,026.

    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 21,035 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $979,600.

    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).