WA
LIF

Wealthstream Advisors’s Life360 LIF Stock Holding History

Wealthstream Advisors’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
2025
Q3 		$7.71M Buy
72,553
+11,012
+18% +$927K 1.17% 10
2025
Q2 		$4.02M Sell
61,541
-7,870
-11% -$405K 0.67% 17
2025
Q1 		$2.66M Sell
69,411
-6,624
-9% -$286K 0.5% 21
2024
Q4 		$3.14M Sell
76,035
-827,096
-92% -$36.4M 0.58% 21
2024
Q3 		$35.5M Buy
+903,131
New +$31.6M 6.46% 5

Other funds holding LIF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wealthstream Advisors's LIF Position: Q3 2025 in Review

Wealthstream Advisors increased its Life360 (LIF) stake by 18% in Q3 2025, buying an estimated $927K and bringing the position to 72,553 shares worth $7.71M. The position accounts for 1.17% of the portfolio, ranked #10.

Wealthstream Advisors first reported a position in LIF in Q3 2024 and has held it in 5 quarters since. The position peaked at $35.5M in Q3 2024. 206 funds tracked by Wall St. Rank hold LIF as of Q3 2025.

  • Wealthstream Advisors held 72,553 shares of Life360 worth $7.71M as of Q3 2025.
  • Wealthstream Advisors bought 11,012 Life360 shares in Q3 2025, an estimated $927K.
  • Life360 made up 1.17% of Wealthstream Advisors's portfolio in Q3 2025, its #10 holding.
  • Wealthstream Advisors first reported a position in Life360 in Q3 2024 and has held it in 5 quarters since.
  • Wealthstream Advisors's Life360 position peaked at $35.5M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Life360 as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.