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Disclosery

LifeWealth Investments, LLC: EDIV position timeline

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

LifeWealth Investments, LLC held 5,526 EDIV 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 5,526 shares
    Change vs previous 13F -285 shares

    0.06% of the 13F portfolio, value $226,332.

    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 5,811 shares
    Change vs previous 13F -3,451 shares

    0.07% of the 13F portfolio, value $229,431.

    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 9,262 shares
    Change vs previous 13F -233 shares

    0.11% of the 13F portfolio, value $362,602.

    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 9,495 shares
    Change vs previous 13F +178 shares

    0.12% of the 13F portfolio, value $368,889.

    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 9,317 shares
    Change vs previous 13F -847 shares

    0.13% of the 13F portfolio, value $355,147.

    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 10,164 shares
    Change vs previous 13F +2,928 shares

    0.17% of the 13F portfolio, value $362,843.

    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 7,236 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $255,250.

    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).