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LifeWealth Investments, LLC: SPYM position timeline

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

LifeWealth Investments, LLC held 34,487 SPYM 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 34,487 shares
    Change vs previous 13F -14,593 shares

    0.81% of the 13F portfolio, value $3,030,744.

    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 49,080 shares
    Change vs previous 13F -11,084 shares

    1.12% of the 13F portfolio, value $3,756,611.

    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 60,164 shares
    Change vs previous 13F -6,515 shares

    1.53% of the 13F portfolio, value $4,826,369.

    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 66,679 shares
    Change vs previous 13F -4,883 shares

    1.72% of the 13F portfolio, value $5,223,596.

    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 71,562 shares
    Change vs previous 13F +10,002 shares

    1.89% of the 13F portfolio, value $5,201,850.

    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 61,560 shares
    Change vs previous 13F +28,110 shares

    1.95% of the 13F portfolio, value $4,048,163.

    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 33,450 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,306,042.

    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).