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Disclosery

LifeWealth Investments, LLC: WDIV position timeline

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

LifeWealth Investments, LLC held 7,052 WDIV 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 7,052 shares
    Change vs previous 13F -277 shares

    0.15% of the 13F portfolio, value $563,477.

    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 7,329 shares
    Change vs previous 13F -2,494 shares

    0.17% of the 13F portfolio, value $565,467.

    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 9,823 shares
    Change vs previous 13F -688 shares

    0.23% of the 13F portfolio, value $741,095.

    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 10,511 shares
    Change vs previous 13F +99 shares

    0.25% of the 13F portfolio, value $764,079.

    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 10,412 shares
    Change vs previous 13F +1,433 shares

    0.27% of the 13F portfolio, value $734,460.

    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 8,979 shares
    Change vs previous 13F +3,152 shares

    0.28% of the 13F portfolio, value $584,606.

    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 5,827 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $361,786.

    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).