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Disclosery

LifeWealth Investments, LLC: IWS position timeline

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

LifeWealth Investments, LLC held 77,276 IWS 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 77,276 shares
    Change vs previous 13F +382 shares

    3.4% of the 13F portfolio, value $12,719,621.

    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 76,894 shares
    Change vs previous 13F +10,337 shares

    3.34% of the 13F portfolio, value $11,206,497.

    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 66,557 shares
    Change vs previous 13F +5,320 shares

    2.97% of the 13F portfolio, value $9,387,798.

    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 61,237 shares
    Change vs previous 13F +4,624 shares

    2.82% of the 13F portfolio, value $8,552,915.

    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 56,613 shares
    Change vs previous 13F +20,385 shares

    2.72% of the 13F portfolio, value $7,480,897.

    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 36,228 shares
    Change vs previous 13F +15,838 shares

    2.19% of the 13F portfolio, value $4,563,677.

    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 20,390 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,637,218.

    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).