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LifeWealth Investments, LLC: IWY position timeline

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

LifeWealth Investments, LLC held 140,725 IWY 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 140,725 shares
    Change vs previous 13F +8,403 shares

    10.93% of the 13F portfolio, value $40,897,417.

    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 132,322 shares
    Change vs previous 13F +22,795 shares

    9.83% of the 13F portfolio, value $32,926,892.

    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 109,527 shares
    Change vs previous 13F +8,836 shares

    9.61% of the 13F portfolio, value $30,332,285.

    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 100,691 shares
    Change vs previous 13F +6,654 shares

    9.08% of the 13F portfolio, value $27,554,198.

    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 94,037 shares
    Change vs previous 13F +20,854 shares

    8.43% of the 13F portfolio, value $23,180,960.

    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 73,183 shares
    Change vs previous 13F +31,346 shares

    7.42% of the 13F portfolio, value $15,437,297.

    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 41,837 shares
    Change vs previous 13F not available

    6.52% of the 13F portfolio, value $9,843,033.

    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).