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Disclosery

LifeWealth Investments, LLC: PSX position timeline

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

LifeWealth Investments, LLC held 1,249 PSX 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 1,249 shares
    Change vs previous 13F +27 shares

    0.06% of the 13F portfolio, value $211,152.

    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 1,222 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $222,630.

    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).