Skip to content
Disclosery

LifeWealth Investments, LLC: FGD position timeline

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

LifeWealth Investments, LLC held 17,487 FGD 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 17,487 shares
    Change vs previous 13F -691 shares

    0.15% of the 13F portfolio, value $559,419.

    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 18,178 shares
    Change vs previous 13F -6,985 shares

    0.17% of the 13F portfolio, value $580,434.

    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 25,163 shares
    Change vs previous 13F -1,393 shares

    0.24% of the 13F portfolio, value $761,675.

    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 26,556 shares
    Change vs previous 13F -1,085 shares

    0.25% of the 13F portfolio, value $763,480.

    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 27,641 shares
    Change vs previous 13F +2,890 shares

    0.28% of the 13F portfolio, value $761,245.

    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 24,751 shares
    Change vs previous 13F +9,098 shares

    0.29% of the 13F portfolio, value $598,968.

    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 15,653 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $348,123.

    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).