Skip to content
Disclosery

LifeWealth Investments, LLC: VTIP position timeline

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

LifeWealth Investments, LLC held 206,411 VTIP 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 206,411 shares
    Change vs previous 13F -1,552 shares

    2.77% of the 13F portfolio, value $10,368,045.

    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 207,963 shares
    Change vs previous 13F +29,760 shares

    3.1% of the 13F portfolio, value $10,387,746.

    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 178,203 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $8,813,915.

    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).