LifeVantage: 14.9% stake reported by institutional holder

Accepted by SEC EDGAR 07/06/2026 - 02:15 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

LifeVantage Corporation reports an amended Schedule 13G showing The Capital Management Corporation (reported by Compliance Officer Pamela C. Simms) beneficially owns 1,878,411 shares of common stock, representing 14.9% of the class. The filing states sole voting power of 1,856,711 shares and sole dispositive power of 1,878,411 shares, with the information provided in the amendment signed on 07/06/2026.

Insights

Institutional Ownership Analyst

Large passive ownership stake disclosed: 1,878,411 shares (14.9%).

The filing records that The Capital Management Corporation beneficially holds 1,878,411 shares of LifeVantage common stock with sole voting power of 1,856,711 shares. This establishes the holder as a significant stakeholder under Schedule 13 rules.

Implications depend on holder intentions; the amendment documents ownership and voting/dispositive powers but does not state plans. Subsequent filings or statements would be needed to indicate any intended changes in voting or disposals.

Key Figures

Beneficially owned: 1,878,411 shares Percent of class: 14.9% Sole voting power: 1,856,711 shares +3 more

6 metrics

Beneficially owned 1,878,411 shares as reported in Schedule 13G/A

Percent of class 14.9% percent of LifeVantage common stock

Sole voting power 1,856,711 shares shares with sole power to vote

Sole dispositive power 1,878,411 shares shares with sole power to dispose

Shared voting/dispositive power 0 shares shared powers reported as zero

Signature date 07/06/2026 date amendment signed by compliance officer

Key Terms

Schedule 13G/A, Beneficially owned, Sole dispositive power

3 terms

Schedule 13G/A regulatory

"Amendment No. 4 ) LifeVantage Corporation Common"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficially owned regulatory

"Amount beneficially owned: 1,878,411"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole dispositive power regulatory

"Sole Dispositive Power 1,878,411.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does The Capital Management Corporation report in LifeVantage (LFVN)?

The filing reports 1,878,411 shares beneficially owned, equal to 14.9% of LifeVantage common stock. The Schedule 13G/A lists sole voting power of 1,856,711 shares and sole dispositive power of 1,878,411 shares.

Who signed the Schedule 13G/A amending LifeVantage ownership?

Pamela C. Simms, Compliance Officer for The Capital Management Corporation, signed the amendment. The signature block shows the form was signed on 07/06/2026 following the ownership data dated 06/30/2026.

Does the filing indicate any shared voting or dispositive power?

No. The amendment lists 0 shares for both shared voting power and shared dispositive power. All voting and dispositive authority disclosed is reported as sole power by the filing entity.

Does this Schedule 13G/A state any intent to buy or sell LifeVantage shares?

The amendment discloses ownership and voting/dispositive powers only. It does not state any plans or intent to buy or sell shares; no transactional plans are described in the provided excerpt.

What class and CUSIP are covered by this ownership disclosure?

The disclosure covers LifeVantage Common stock with CUSIP 53222K205. The ownership totals and percentages reported apply to that class as shown in the amendment.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 4)

LifeVantage Corporation

(Name of Issuer)

Common

(Title of Class of Securities)

53222K205

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 53222K205

1

Names of Reporting Persons

The Capital Management Corporation

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

VIRGINIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,856,711.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,878,411.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,878,411.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

14.9 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: LifeVantage Corporation
(b)	Address of issuer's principal executive offices: 3300 North Triumph Boulevard, Suite 700, Lehi, UT 84043
Item 2.
(a)	Name of person filing: Pamela C. Simms, Compliance Officer The Capital Management Corporation
(b)	Address or principal business office or, if none, residence: 4101 Cox Road, Suite 110 Glen Allen, VA 23060
(c)	Citizenship: Virginia
(d)	Title of class of securities: Common
(e)	CUSIP No.: 53222K205
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,878,411
(b)	Percent of class: 14.9 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,856,711
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1,878,411
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

The Capital Management Corporation

Signature:	Pamela Simms
Name/Title:	Compliance Officer
Date:	07/06/2026