LifeGoal Investments, LLC historic quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, LifeGoal Investments, LLC opened 3 positions, added to 0, reduced 1 and sold out of 0.
- Q2 2026: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 0.
- Q2 2026: Stock MFG; Country of operation —; Class SPONSORED ADR; Shares before 0.
- Q1 2026: Stock SAN; Country of operation —; Class ADR; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054684), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-08); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Delos Wealth Advisors, LLC | United States | $0.175B | 260 |
| Sunbeam Capital Management, LLC | United States | $0.175B | 112 |
| Basepoint Wealth LLC | United States | $0.175B | 643 |
| Converium Capital Inc. | Canada | $0.175B | 36 |
| Aegis Wealth Management LLC | United States | $0.175B | 118 |
| CenturyLink Investment Management Co | United States | $0.175B | 3 |
| SCRATCH CAPITAL LLC | United States | $0.175B | 45 |
| LOWERY THOMAS, LLC | United States | $0.175B | 55 |
| GS Investments, Inc. | United States | $0.175B | 134 |
| Riverbend Wealth Management, LLC | United States | $0.175B | 152 |