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LifeWealth Investments, LLC: DOCT position timeline

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

LifeWealth Investments, LLC held 17,877 DOCT 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 17,877 shares
    Change vs previous 13F -399 shares

    0.22% of the 13F portfolio, value $834,498.

    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 18,276 shares
    Change vs previous 13F -249 shares

    0.24% of the 13F portfolio, value $793,692.

    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 18,525 shares
    Change vs previous 13F +955 shares

    0.26% of the 13F portfolio, value $820,472.

    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 17,570 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $759,078.

    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 17,570 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $721,568.

    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).