Skip to content
Disclosery

LifeWealth Investments, LLC: EFG position timeline

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

LifeWealth Investments, LLC held 94,973 EFG 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 94,973 shares
    Change vs previous 13F +663 shares

    3.16% of the 13F portfolio, value $11,816,601.

    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 94,310 shares
    Change vs previous 13F +11,145 shares

    3.13% of the 13F portfolio, value $10,503,287.

    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 83,165 shares
    Change vs previous 13F +6,357 shares

    3% of the 13F portfolio, value $9,474,138.

    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 76,808 shares
    Change vs previous 13F +6,119 shares

    2.88% of the 13F portfolio, value $8,746,873.

    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 70,689 shares
    Change vs previous 13F +14,424 shares

    2.88% of the 13F portfolio, value $7,917,164.

    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 56,265 shares
    Change vs previous 13F +25,537 shares

    2.71% of the 13F portfolio, value $5,626,452.

    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 30,728 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $2,975,401.

    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).