Skip to content
Disclosery

Lifetime Wealth Management P.C.: KSPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifetime Wealth Management P.C. on KSPI, newest first. How the timeline and the estimate are built.

Lifetime Wealth Management P.C. held 117,826 KSPI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,826 shares
    Change vs previous 13F +497 shares

    5.96% of the 13F portfolio, value $10,208,445.

    13F-HR 0001214659-26-010440 filed by Lifetime Wealth Management P.C.
    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 117,329 shares
    Change vs previous 13F +7,329 shares

    4.94% of the 13F portfolio, value $8,690,559.

    13F-HR 0001214659-26-006372 filed by Lifetime Wealth Management P.C.
    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/A 110,000 shares
    Change vs previous 13F not available

    5.4% of the 13F portfolio, value $8,594,300.

    13F-HR/A 0001214659-26-003776 filed by Lifetime Wealth Management P.C.
    Filed (acceptance time not in the bulk data set), ingested

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