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LifeWealth Investments, LLC: DFEB position timeline

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

LifeWealth Investments, LLC held 65,247 DFEB 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 65,247 shares
    Change vs previous 13F -116 shares

    0.88% of the 13F portfolio, value $3,294,478.

    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 65,363 shares
    Change vs previous 13F -2,757 shares

    0.92% of the 13F portfolio, value $3,096,245.

    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 68,120 shares
    Change vs previous 13F -1,807 shares

    1.03% of the 13F portfolio, value $3,250,795.

    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 69,927 shares
    Change vs previous 13F -616 shares

    1.07% of the 13F portfolio, value $3,254,158.

    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 70,543 shares
    Change vs previous 13F +2,276 shares

    1.14% of the 13F portfolio, value $3,149,357.

    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 68,267 shares
    Change vs previous 13F +14,243 shares

    1.38% of the 13F portfolio, value $2,877,454.

    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 54,024 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,306,285.

    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).