Bogart Wealth LLC’s Life360 LIF Stock Holding History

Bogart Wealth LLC’s Portfolio LIF Stock Details LIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$449	Buy	11 +4	+57%	+$207	﹤0.01%	1623
2025 Q4	$449	Buy	+7	New	+$581	﹤0.01%	1497

Other funds holding LIF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Bogart Wealth LLC's LIF Position: Q1 2026 in Review

Bogart Wealth LLC increased its Life360 (LIF) stake by 57% in Q1 2026, buying an estimated $207 and bringing the position to 11 shares worth $449. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Bogart Wealth LLC first reported a position in LIF in Q4 2025 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold LIF as of Q1 2026.

Bogart Wealth LLC held 11 shares of Life360 worth $449 as of Q1 2026.
Bogart Wealth LLC bought 4 Life360 shares in Q1 2026, an estimated $207.
Life360 made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1623 holding.
Bogart Wealth LLC first reported a position in Life360 in Q4 2025 and has held it in 2 quarters since.
193 funds tracked by Wall St. Rank held Life360 as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.