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LifePro Asset Management: DFAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePro Asset Management on DFAX, newest first. How the timeline and the estimate are built.

LifePro Asset Management held 75,640 DFAX shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 75,640 shares
    Change vs previous 13F -15,607 shares

    1.25% of the 13F portfolio, value $2,043,036.

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 91,247 shares
    Change vs previous 13F -3,249 shares

    1.66% of the 13F portfolio, value $2,319,499.

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 94,496 shares
    Change vs previous 13F +919 shares

    1.59% of the 13F portfolio, value $2,403,978.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 93,577 shares
    Change vs previous 13F +10,989 shares

    1.77% of the 13F portfolio, value $2,285,150.

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 82,588 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,859,882.

    13F-HR 0001013762-23-002096 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).