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Disclosery

LifeWealth Investments, LLC: NEE position timeline

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

LifeWealth Investments, LLC held 4,198 NEE 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 4,198 shares
    Change vs previous 13F +20 shares

    0.1% of the 13F portfolio, value $368,458.

    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 4,178 shares
    Change vs previous 13F +43 shares

    0.12% of the 13F portfolio, value $388,053.

    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 4,135 shares
    Change vs previous 13F +80 shares

    0.11% of the 13F portfolio, value $331,958.

    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 4,055 shares
    Change vs previous 13F -19 shares

    0.1% of the 13F portfolio, value $306,112.

    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 4,074 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $282,817.

    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 4,074 shares
    Change vs previous 13F -907 shares

    0.14% of the 13F portfolio, value $288,806.

    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 4,981 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $357,088.

    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).