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LifeWealth Investments, LLC: VTWO position timeline

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

LifeWealth Investments, LLC held 60,828 VTWO 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 60,828 shares
    Change vs previous 13F +2,922 shares

    1.97% of the 13F portfolio, value $7,385,694.

    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 57,906 shares
    Change vs previous 13F +8,613 shares

    1.73% of the 13F portfolio, value $5,800,486.

    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 49,293 shares
    Change vs previous 13F +3,871 shares

    1.55% of the 13F portfolio, value $4,905,642.

    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 45,422 shares
    Change vs previous 13F +16,666 shares

    1.46% of the 13F portfolio, value $4,443,139.

    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 28,756 shares
    Change vs previous 13F +8,393 shares

    0.91% of the 13F portfolio, value $2,508,123.

    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 20,363 shares
    Change vs previous 13F +7,343 shares

    0.79% of the 13F portfolio, value $1,642,257.

    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 13,020 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,163,119.

    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).