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Disclosery

Lifetime Wealth Management P.C.: MTBA position timeline

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

Lifetime Wealth Management P.C. held 58,054 MTBA 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 58,054 shares
    Change vs previous 13F -2,175 shares

    1.66% of the 13F portfolio, value $2,848,711.

    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 60,229 shares
    Change vs previous 13F +6,527 shares

    1.69% of the 13F portfolio, value $2,978,907.

    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 53,702 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,707,131.

    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).