Skip to content

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

  1. period ended2026-06-30
    13F 25,542 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,630 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,928 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 16,535 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 16,140 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 12,619 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,233 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).