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Disclosery

LifeWealth Investments, LLC: FDX position timeline

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

LifeWealth Investments, LLC held 1,005 FDX 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 1,005 shares
    Change vs previous 13F -1 shares

    0.08% of the 13F portfolio, value $314,696.

    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 1,006 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $358,317.

    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 1,005 shares
    Change vs previous 13F -2 shares

    0.09% of the 13F portfolio, value $290,304.

    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 1,007 shares
    Change vs previous 13F -20 shares

    0.08% of the 13F portfolio, value $237,378.

    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 1,027 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $233,447.

    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 1,027 shares
    Change vs previous 13F +22 shares

    0.12% of the 13F portfolio, value $250,362.

    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 1,005 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $282,737.

    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).