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LifeWealth Investments, LLC: BUFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeWealth Investments, LLC on BUFD, newest first. How the timeline and the estimate are built.

LifeWealth Investments, LLC held 36,502 BUFD 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 36,502 shares
    Change vs previous 13F -2,090 shares

    0.29% of the 13F portfolio, value $1,084,839.

    13F-HR 0002033794-26-000006 filed by LifeWealth Investments, LLC
    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 38,592 shares
    Change vs previous 13F -708 shares

    0.32% of the 13F portfolio, value $1,080,576.

    13F-HR 0002033794-26-000005 filed by LifeWealth Investments, LLC
    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 39,300 shares
    Change vs previous 13F -255 shares

    0.35% of the 13F portfolio, value $1,109,832.

    13F-HR 0002033794-26-000001 filed by LifeWealth Investments, LLC
    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/A 39,555 shares
    Change vs previous 13F -352 shares

    0.36% of the 13F portfolio, value $1,093,300.

    13F-HR/A 0002033794-26-000004 filed by LifeWealth Investments, LLC
    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/A 39,907 shares
    Change vs previous 13F +4,128 shares

    0.39% of the 13F portfolio, value $1,059,930.

    13F-HR/A 0002033794-26-000003 filed by LifeWealth Investments, LLC
    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/A 35,779 shares
    Change vs previous 13F +5,649 shares

    0.43% of the 13F portfolio, value $892,686.

    13F-HR/A 0002033794-26-000002 filed by LifeWealth Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 30,130 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $768,918.

    13F-HR 0002033794-25-000001 filed by LifeWealth Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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