Skip to content
Disclosery

LifeWealth Investments, LLC: PDI position timeline

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

LifeWealth Investments, LLC held 362,648 PDI 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 362,648 shares
    Change vs previous 13F -6,593 shares

    1.62% of the 13F portfolio, value $6,056,227.

    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 369,241 shares
    Change vs previous 13F +34,085 shares

    1.89% of the 13F portfolio, value $6,317,717.

    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 335,156 shares
    Change vs previous 13F +10,942 shares

    1.88% of the 13F portfolio, value $5,935,613.

    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 324,214 shares
    Change vs previous 13F +2,522 shares

    2.11% of the 13F portfolio, value $6,419,440.

    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 321,692 shares
    Change vs previous 13F +54,720 shares

    2.22% of the 13F portfolio, value $6,102,501.

    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 266,972 shares
    Change vs previous 13F +100,764 shares

    2.54% of the 13F portfolio, value $5,286,052.

    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 166,208 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,048,262.

    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).