No buy transactions available for this period
No sell transactions available for this period
Lifetime Wealth Management P.C. originally filed its 13F report for Q4 2025 on March 09, 2026. The filing was subsequently amended, with the latest update submitted on March 25, 2026. The portfolio totaled 149.63 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 28.8% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
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Yes. Lifetime Wealth Management PC originally filed on 03/09/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 03/25/2026.
In the Q4 2025 filing, Lifetime Wealth Management PC reported a managed portfolio value of 159.26 M, consisting of 89 individual positions.
Multiple filings indicate that Lifetime Wealth Management PC updated their Q4 2025 report. The initial filing was submitted on 03/09/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Lifetime Wealth Management PC bought or sold during Q4 2025, please visit Lifetime Wealth Management PC's Portfolio Analysis page.