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Lifetime Wealth Management P.C.YieldConcentrated trader

CIK: 0002116339 | ROCKWALL, TX

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR88$166.2M2026-10-29SEC ↗
Q2 2026
13F-HR90$171.3M2026-08-17SEC ↗
Q1 2026
13F-HR86$175.8M2026-05-15SEC ↗
Q4 2025Amended
13F-HR/A149$149.6M2026-03-09SEC ↗