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LifeWealth Investments, LLC: VGSH position timeline

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

LifeWealth Investments, LLC held 3,624 VGSH 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 3,624 shares
    Change vs previous 13F -512 shares

    0.06% of the 13F portfolio, value $210,901.

    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 4,136 shares
    Change vs previous 13F -23,345 shares

    0.07% of the 13F portfolio, value $242,142.

    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 27,481 shares
    Change vs previous 13F -727 shares

    0.51% of the 13F portfolio, value $1,613,943.

    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 28,208 shares
    Change vs previous 13F +1,526 shares

    0.55% of the 13F portfolio, value $1,660,065.

    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 26,682 shares
    Change vs previous 13F -17,098 shares

    0.57% of the 13F portfolio, value $1,568,371.

    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 43,780 shares
    Change vs previous 13F +15,248 shares

    1.24% of the 13F portfolio, value $2,569,440.

    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 28,532 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,660,004.

    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).