LifeWealth Investments, LLC: QQQE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeWealth Investments, LLC on QQQE, newest first. How the timeline and the estimate are built.
LifeWealth Investments, LLC held 25,542 QQQE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 25,542 sharesChange vs previous 13F +912 shares
0.83% of the 13F portfolio, value $3,116,326.
13F-HR 0002033794-26-000006 filed by LifeWealth Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,630 sharesChange vs previous 13F +5,702 shares
0.72% of the 13F portfolio, value $2,426,812.
13F-HR 0002033794-26-000005 filed by LifeWealth Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,928 sharesChange vs previous 13F +2,393 shares
0.61% of the 13F portfolio, value $1,936,510.
13F-HR 0002033794-26-000001 filed by LifeWealth Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 16,535 sharesChange vs previous 13F +395 shares
0.55% of the 13F portfolio, value $1,680,077.
13F-HR/A 0002033794-26-000004 filed by LifeWealth Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 16,140 sharesChange vs previous 13F +3,521 shares
0.58% of the 13F portfolio, value $1,586,736.
13F-HR/A 0002033794-26-000003 filed by LifeWealth Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 12,619 sharesChange vs previous 13F +4,386 shares
0.53% of the 13F portfolio, value $1,100,248.
13F-HR/A 0002033794-26-000002 filed by LifeWealth Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,233 sharesChange vs previous 13F not available
0.49% of the 13F portfolio, value $739,076.
13F-HR 0002033794-25-000001 filed by LifeWealth Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).