ROMAN BUTLER FULLERTON & CO LIF — LIFE360 INC

Ownership history in ROMAN BUTLER FULLERTON & CO  ·  4 quarters on record

AI Ownership Summary

ROMAN BUTLER FULLERTON & CO reported LIFE360 INC (LIF) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.14% in 2025 Q3. The latest visible filing shows LIF at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LIF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROMAN BUTLER FULLERTON & CO's position in LIFE360 INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LIF was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LIF stock page ROMAN BUTLER FULLERTON & CO fund profile ROMAN BUTLER FULLERTON & CO full holdings
How ROMAN BUTLER FULLERTON & CO held LIF — position size vs. price
% of Fund (quarterly)    LIF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 7,250 — 0% 0.09% $379K 2026-08-06 $59.69
2026 Q1 REDUCED 19.5% +41.1% ❌ 7,250 -1,752 -19.5% 0.09% $319K 2026-04-30 $43.09
2025 Q4 ADDED — — — 9,002 +3,709 +70.1% 0.13% $493K 2026-01-26 $65.98
2025 Q3 INITIATED — — — 5,293 — — 0.14% $518K 2025-11-06 $91.69

🏢 Other funds also holding LIF

As of 2026 Q2 — sorted by position size

Greycroft LP 3Y 6.34% Greenspring Advisors, LLC 3Y 0.53% ALLSTATE CORP 3Y 7Y 0.4% MONOGRAPH WEALTH ADVISORS, LLC 3Y 0.39% Triodos Investment Management BV 3Y 7Y 0.18% LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.17% MILFORD FUNDS LTD 0.13% MIZUHO MARKETS AMERICAS LLC 3Y 0.12% Permanent Capital Management, LP 0.11% Lead Edge Capital Management, LLC 3Y 0.09%

FAQ About ROMAN BUTLER FULLERTON & CO and LIF

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROMAN BUTLER FULLERTON & CO reported owning LIF?

ROMAN BUTLER FULLERTON & CO reported LIF across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported LIF position in ROMAN BUTLER FULLERTON & CO's portfolio?

The largest reported portfolio weight for LIF was 0.14% in 2025 Q3.

What is the latest reported LIF position on this page?

The most recent filing on this page is 2026 Q2, when ROMAN BUTLER FULLERTON & CO reported 7,250 shares, equal to 0.09% of portfolio, with an estimated market value of $379K.

What does the chart on this LIF ownership page compare?

The chart compares ROMAN BUTLER FULLERTON & CO's quarterly LIF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ROMAN BUTLER FULLERTON & CO time their LIF position?

Based on 13F filing dates vs. subsequent LIF price moves, ROMAN BUTLER FULLERTON & CO correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on LIF relative to SPY over the holding period was -53.6%.

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