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Lifeworks Advisors, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifeworks Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.

Lifeworks Advisors, LLC held 38,379 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,379 shares
    Change vs previous 13F +1,736 shares

    1.16% of the 13F portfolio, value $11,105,326.

    13F-HR 0001951757-26-001262 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,643 shares
    Change vs previous 13F +2,941 shares

    1.19% of the 13F portfolio, value $9,299,513.

    13F-HR 0001951757-26-000767 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,702 shares
    Change vs previous 13F -1,775 shares

    1.19% of the 13F portfolio, value $9,162,212.

    13F-HR 0001951757-26-000453 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,477 shares
    Change vs previous 13F +4,581 shares

    1.21% of the 13F portfolio, value $9,033,582.

    13F-HR 0001951757-25-001383 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,896 shares
    Change vs previous 13F +1,954 shares

    0.95% of the 13F portfolio, value $6,338,870.

    13F-HR 0001951757-25-001025 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,942 shares
    Change vs previous 13F +1,509 shares

    1.07% of the 13F portfolio, value $6,428,787.

    13F-HR 0001951757-25-000515 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,433 shares
    Change vs previous 13F +1,419 shares

    1.24% of the 13F portfolio, value $6,869,692.

    13F-HR 0001951757-25-000200 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,014 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $6,061,294.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).