True Wealth Design’s LifeVantage LFVN Stock Holding History

True Wealth Design’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 Q3	–	Sell	-21	Closed	-$132	–	2699
2026 Q2	$132	Buy	21 +17	+425%	+$103	﹤0.01%	2509
2026 Q1	$18	Buy	+4	New	+$21	﹤0.01%	2650

Other funds holding LFVN

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's LFVN Position: Q3 2026 in Review

True Wealth Design sold out of LifeVantage (LFVN) in Q3 2026, closing a stake of 21 shares — an estimated $132 sold.

True Wealth Design first reported a position in LFVN in Q1 2026 and held it in 2 quarters. The position peaked at $132 in Q2 2026. 7 funds tracked by Wall St. Rank hold LFVN as of Q3 2026.

True Wealth Design reported no remaining LifeVantage position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 21 LifeVantage shares in Q3 2026, an estimated $132.
True Wealth Design first reported a position in LifeVantage in Q1 2026 and held it in 2 quarters.
True Wealth Design's LifeVantage position peaked at $132 in Q2 2026.
7 funds tracked by Wall St. Rank held LifeVantage as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.