Kozak & Associates’s LifeVantage LFVN Stock Holding History

Kozak & Associates’s Portfolio LFVN Stock Details LFVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$156	Hold	25	–	–	﹤0.01%	414
2026 Q1	$104	Hold	25	–	–	﹤0.01%	425
2025 Q4	$162	Hold	25	–	–	﹤0.01%	410
2025 Q3	$157	Hold	25	–	–	﹤0.01%	431
2025 Q2	$327	Hold	25	–	–	﹤0.01%	390
2025 Q1	$356	Hold	25	–	–	﹤0.01%	403
2024 Q4	$445	Hold	25	–	–	﹤0.01%	391
2024 Q3	$296	Hold	25	–	–	﹤0.01%	365
2024 Q2	$150	Hold	25	–	–	﹤0.01%	368
2024 Q1	$180	Buy	+25	New	+$158	﹤0.01%	372

Other funds holding LFVN

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Kozak & Associates's LFVN Position: Q2 2026 in Review

Kozak & Associates held its LifeVantage (LFVN) position steady in Q2 2026 at 25 shares worth $156. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Kozak & Associates first reported a position in LFVN in Q1 2024 and has held it in 10 quarters since. The position peaked at $445 in Q4 2024. 5 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

Kozak & Associates held 25 shares of LifeVantage worth $156 as of Q2 2026.
Kozak & Associates left its LifeVantage share count unchanged in Q2 2026.
LifeVantage made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #414 holding.
Kozak & Associates first reported a position in LifeVantage in Q1 2024 and has held it in 10 quarters since.
Kozak & Associates's LifeVantage position peaked at $445 in Q4 2024.
5 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.