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Lifeworks Advisors, LLC: AAVM position timeline

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

Lifeworks Advisors, LLC held 9,542 AAVM 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 9,542 shares
    Change vs previous 13F -5,316 shares

    0.03% of the 13F portfolio, value $321,652.

    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 14,858 shares
    Change vs previous 13F -11,807 shares

    0.06% of the 13F portfolio, value $465,745.

    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 26,665 shares
    Change vs previous 13F -30,394 shares

    0.1% of the 13F portfolio, value $787,141.

    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 57,059 shares
    Change vs previous 13F -9,207 shares

    0.22% of the 13F portfolio, value $1,640,714.

    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 66,266 shares
    Change vs previous 13F -6,687 shares

    0.27% of the 13F portfolio, value $1,801,110.

    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 72,953 shares
    Change vs previous 13F -36,847 shares

    0.3% of the 13F portfolio, value $1,790,456.

    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 109,800 shares
    Change vs previous 13F -13,362 shares

    0.5% of the 13F portfolio, value $2,790,194.

    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 123,162 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,266,256.

    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).