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LifeWealth Investments, LLC: TUA position timeline

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

LifeWealth Investments, LLC held 170,572 TUA 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 170,572 shares
    Change vs previous 13F +7,314 shares

    0.93% of the 13F portfolio, value $3,483,935.

    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 163,258 shares
    Change vs previous 13F +10,216 shares

    1.03% of the 13F portfolio, value $3,444,742.

    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 153,042 shares
    Change vs previous 13F -3,424 shares

    1.06% of the 13F portfolio, value $3,352,072.

    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 156,466 shares
    Change vs previous 13F +6,480 shares

    1.13% of the 13F portfolio, value $3,421,918.

    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 149,986 shares
    Change vs previous 13F +38,559 shares

    1.2% of the 13F portfolio, value $3,304,197.

    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 111,427 shares
    Change vs previous 13F +19,232 shares

    1.18% of the 13F portfolio, value $2,448,047.

    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 92,195 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,956,371.

    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).