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White Lighthouse Investment Management Inc.: AFRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White Lighthouse Investment Management Inc. on AFRM, newest first. How the timeline and the estimate are built.

White Lighthouse Investment Management Inc. held 9,140 AFRM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,140 shares
    Change vs previous 13F +1,056 shares

    0.09% of the 13F portfolio, value $745,367.

    13F-HR 0001727593-26-000007 filed by White Lighthouse Investment Management Inc.
    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 8,084 shares
    Change vs previous 13F +973 shares

    0.05% of the 13F portfolio, value $370,409.

    13F-HR 0001727593-26-000006 filed by White Lighthouse Investment Management Inc.
    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 7,111 shares
    Change vs previous 13F +1,276 shares

    0.07% of the 13F portfolio, value $529,272.

    13F-HR 0001727593-26-000005 filed by White Lighthouse Investment Management Inc.
    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 5,835 shares
    Change vs previous 13F -4,909 shares

    0.07% of the 13F portfolio, value $426,422.

    13F-HR 0001727593-25-000002 filed by White Lighthouse Investment Management Inc.
    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 10,744 shares
    Change vs previous 13F +1,202 shares

    0.12% of the 13F portfolio, value $742,840.

    13F-HR 0001085146-25-004334 filed by White Lighthouse Investment Management Inc.
    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 9,542 shares
    Change vs previous 13F +1,103 shares

    0.08% of the 13F portfolio, value $431,203.

    13F-HR 0001085146-25-002958 filed by White Lighthouse Investment Management Inc.
    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 8,439 shares
    Change vs previous 13F -1,852 shares

    0.09% of the 13F portfolio, value $513,935.

    13F-HR 0001085146-25-000747 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,291 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $420,079.

    13F-HR 0001085146-24-005238 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).