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LifeWealth Investments, LLC: TLT position timeline

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

LifeWealth Investments, LLC held 82,019 TLT 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 82,019 shares
    Change vs previous 13F +1,888 shares

    1.89% of the 13F portfolio, value $7,088,103.

    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 80,131 shares
    Change vs previous 13F +10,919 shares

    2.07% of the 13F portfolio, value $6,946,549.

    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 69,212 shares
    Change vs previous 13F +2,238 shares

    1.91% of the 13F portfolio, value $6,032,478.

    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 66,974 shares
    Change vs previous 13F +1,774 shares

    1.97% of the 13F portfolio, value $5,985,427.

    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 65,200 shares
    Change vs previous 13F +14,314 shares

    2.09% of the 13F portfolio, value $5,753,926.

    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 50,886 shares
    Change vs previous 13F +9,256 shares

    2.23% of the 13F portfolio, value $4,632,113.

    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 41,630 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $3,635,514.

    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).