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LifeWealth Investments, LLC: IWX position timeline

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

LifeWealth Investments, LLC held 249,969 IWX 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 249,969 shares
    Change vs previous 13F +21,414 shares

    7.03% of the 13F portfolio, value $26,286,729.

    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 228,555 shares
    Change vs previous 13F +34,785 shares

    6.32% of the 13F portfolio, value $21,180,188.

    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 193,770 shares
    Change vs previous 13F +15,414 shares

    5.64% of the 13F portfolio, value $17,799,703.

    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 178,356 shares
    Change vs previous 13F +18,441 shares

    5.16% of the 13F portfolio, value $15,673,963.

    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 159,915 shares
    Change vs previous 13F +30,327 shares

    4.89% of the 13F portfolio, value $13,463,204.

    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 129,588 shares
    Change vs previous 13F +55,338 shares

    5.12% of the 13F portfolio, value $10,649,545.

    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 74,250 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $5,868,005.

    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).