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LifeWealth Investments, LLC: DSEP position timeline

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

LifeWealth Investments, LLC held 55,849 DSEP 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 55,849 shares
    Change vs previous 13F -596 shares

    0.71% of the 13F portfolio, value $2,649,477.

    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 56,445 shares
    Change vs previous 13F -103 shares

    0.74% of the 13F portfolio, value $2,481,413.

    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 56,548 shares
    Change vs previous 13F -156 shares

    0.8% of the 13F portfolio, value $2,539,350.

    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 56,704 shares
    Change vs previous 13F -11,542 shares

    0.83% of the 13F portfolio, value $2,506,317.

    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 68,246 shares
    Change vs previous 13F +13,241 shares

    1.05% of the 13F portfolio, value $2,893,617.

    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 55,005 shares
    Change vs previous 13F +16,689 shares

    1.05% of the 13F portfolio, value $2,182,367.

    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 38,316 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,553,595.

    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).