NEPPG
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New England Professional Planning Group’s LifeVantage LFVN Stock Holding History

New England Professional Planning Group’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 		$72.7K Buy
11,658
+63
+0.5% +$381 0.03% 50
2026
Q1 		$50.1K Buy
11,595
+98
+0.9% +$513 0.02% 49
2025
Q4 		$70.8K Buy
11,497
+79
+0.7% +$585 0.03% 49
2025
Q3 		$0 Buy
11,418
+48
+0.4% +$601 ﹤0.01% 45
2025
Q2 		$149K Buy
11,370
+40
+0.4% +$517 0.07% 46
2025
Q1 		$165K Buy
11,330
+27
+0.2% +$509 0.08% 46
2024
Q4 		$198K Buy
11,303
+29
+0.3% +$407 0.1% 47
2024
Q3 		$136K Buy
11,274
+44
+0.4% +$364 0.07% 50
2024
Q2 		$72.1K Buy
11,230
+60
+0.5% +$407 0.04% 49
2024
Q1 		$67.6K Buy
11,170
+57
+0.5% +$360 0.04% 53
2023
Q4 		$66.7K Buy
11,113
+55
+0.5% +$364 0.04% 43
2023
Q3 		$71.3K Buy
11,058
+674
+6% +$3.77K 0.04% 41
2023
Q2 		$45.2K Buy
10,384
+67
+0.6% +$277 0.03% 40
2023
Q1 		$34.5K Buy
10,317
+88
+0.9% +$330 0.02% 38
2022
Q4 		$38.1K Buy
10,229
+79
+0.8% +$301 0.02% 43
2022
Q3 		$38K Buy
10,150
+78
+0.8% +$316 0.03% 36
2022
Q2 		$44K Buy
10,072
+72
+0.7% +$314 0.03% 40
2022
Q1 		$48K Hold
10,000
– – 0.03% 43
2021
Q4 		$0 Hold
10,000
– – ﹤0.01% 50
2021
Q3 		$69K Hold
10,000
– – 0.04% 48
2021
Q2 		$75K Buy
+10,000
New +$81.6K 0.05% 52

Other funds holding LFVN

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

New England Professional Planning Group's LFVN Position: Q2 2026 in Review

New England Professional Planning Group increased its LifeVantage (LFVN) stake by 0.54% in Q2 2026, buying an estimated $381 and bringing the position to 11,658 shares worth $72.7K. The position accounts for 0.03% of the portfolio, ranked #50.

New England Professional Planning Group first reported a position in LFVN in Q2 2021 and has held it in 21 quarters since. The position peaked at $198K in Q4 2024. 26 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

  • New England Professional Planning Group held 11,658 shares of LifeVantage worth $72.7K as of Q2 2026.
  • New England Professional Planning Group bought 63 LifeVantage shares in Q2 2026, an estimated $381.
  • LifeVantage made up 0.03% of New England Professional Planning Group's portfolio in Q2 2026, its #50 holding.
  • New England Professional Planning Group first reported a position in LifeVantage in Q2 2021 and has held it in 21 quarters since.
  • New England Professional Planning Group's LifeVantage position peaked at $198K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.