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LifeWealth Investments, LLC: DJUL position timeline

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

LifeWealth Investments, LLC held 73,130 DJUL 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 73,130 shares
    Change vs previous 13F -387 shares

    0.98% of the 13F portfolio, value $3,667,104.

    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 73,517 shares
    Change vs previous 13F +358 shares

    1.03% of the 13F portfolio, value $3,436,185.

    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 73,159 shares
    Change vs previous 13F -3,748 shares

    1.1% of the 13F portfolio, value $3,480,174.

    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 76,907 shares
    Change vs previous 13F -9,795 shares

    1.18% of the 13F portfolio, value $3,591,172.

    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 86,702 shares
    Change vs previous 13F +3,231 shares

    1.4% of the 13F portfolio, value $3,851,502.

    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 83,471 shares
    Change vs previous 13F +19,687 shares

    1.64% of the 13F portfolio, value $3,414,022.

    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 63,784 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $2,677,678.

    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).