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LifeWealth Investments, LLC: USFR position timeline

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

LifeWealth Investments, LLC held 6,362 USFR 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 6,362 shares
    Change vs previous 13F -1,857 shares

    0.09% of the 13F portfolio, value $320,327.

    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 8,219 shares
    Change vs previous 13F -11,810 shares

    0.12% of the 13F portfolio, value $413,744.

    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 20,029 shares
    Change vs previous 13F -252,683 shares

    0.32% of the 13F portfolio, value $1,007,859.

    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 272,712 shares
    Change vs previous 13F +8,166 shares

    4.52% of the 13F portfolio, value $13,709,241.

    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 264,546 shares
    Change vs previous 13F +50,505 shares

    4.84% of the 13F portfolio, value $13,309,304.

    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 214,041 shares
    Change vs previous 13F +87,919 shares

    5.18% of the 13F portfolio, value $10,772,699.

    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 126,122 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $6,346,448.

    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).