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Disclosery

LifeWealth Investments, LLC: VMBS position timeline

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

LifeWealth Investments, LLC held 0 VMBS shares at 2025-06-30 per its 13F-HR/A filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F/A 0 shares
    Change vs previous 13F -60,032 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F/A 60,032 shares
    Change vs previous 13F +22,401 shares

    1.34% of the 13F portfolio, value $2,780,070.

    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).

  3. period ended2024-12-31
    13F 37,631 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,706,211.

    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).