WIM
LIF

WealthPlan Investment Management’s Life360 LIF Stock Holding History

WealthPlan Investment Management’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 		– Sell
-3,124
Closed -$200K – 477
2025
Q4 		$200K Sell
3,124
-65
-2% -$5.4K 0.01% 365
2025
Q3 		$339K Sell
3,189
-7,411
-70% -$624K 0.02% 266
2025
Q2 		$692K Buy
10,600
+50
+0.5% +$2.57K 0.05% 212
2025
Q1 		$405K Buy
10,550
+558
+6% +$24.1K 0.04% 193
2024
Q4 		$412K Buy
9,992
+247
+3% +$10.9K 0.04% 189
2024
Q3 		$383K Buy
9,745
+738
+8% +$25.8K 0.04% 174
2024
Q2 		$292K Buy
+9,007
New +$269K 0.04% 153

Other funds holding LIF

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

WealthPlan Investment Management's LIF Position: Q1 2026 in Review

WealthPlan Investment Management sold out of Life360 (LIF) in Q1 2026, closing a stake of 3,124 shares — an estimated $200K sold.

WealthPlan Investment Management first reported a position in LIF in Q2 2024 and held it in 7 quarters. The position peaked at $692K in Q2 2025. 193 funds tracked by Wall St. Rank hold LIF as of Q1 2026.

  • WealthPlan Investment Management reported no remaining Life360 position as of Q1 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 3,124 Life360 shares in Q1 2026, an estimated $200K.
  • WealthPlan Investment Management first reported a position in Life360 in Q2 2024 and held it in 7 quarters.
  • WealthPlan Investment Management's Life360 position peaked at $692K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Life360 as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.