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LifeWealth Investments, LLC: MAR position timeline

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

LifeWealth Investments, LLC held 4,357 MAR 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 4,357 shares
    Change vs previous 13F -8 shares

    0.43% of the 13F portfolio, value $1,614,661.

    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 4,365 shares
    Change vs previous 13F -1 shares

    0.43% of the 13F portfolio, value $1,427,661.

    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 4,366 shares
    Change vs previous 13F -1,838 shares

    0.43% of the 13F portfolio, value $1,354,508.

    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 6,204 shares
    Change vs previous 13F -1,716 shares

    0.53% of the 13F portfolio, value $1,615,707.

    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 7,920 shares
    Change vs previous 13F +805 shares

    0.79% of the 13F portfolio, value $2,163,823.

    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 7,115 shares
    Change vs previous 13F +2,801 shares

    0.82% of the 13F portfolio, value $1,694,793.

    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 4,314 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,203,347.

    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).