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LifeWealth Investments, LLC: EFV position timeline

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

LifeWealth Investments, LLC held 171,963 EFV 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 171,963 shares
    Change vs previous 13F +11,055 shares

    3.52% of the 13F portfolio, value $13,163,733.

    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 160,908 shares
    Change vs previous 13F +16,843 shares

    3.57% of the 13F portfolio, value $11,963,532.

    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 144,065 shares
    Change vs previous 13F +8,888 shares

    3.26% of the 13F portfolio, value $10,287,703.

    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 135,177 shares
    Change vs previous 13F +8,048 shares

    3.02% of the 13F portfolio, value $9,169,078.

    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 127,129 shares
    Change vs previous 13F +14,440 shares

    2.93% of the 13F portfolio, value $8,070,150.

    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 112,689 shares
    Change vs previous 13F +55,121 shares

    3.19% of the 13F portfolio, value $6,641,866.

    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 57,568 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $3,020,609.

    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).