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Lifeworks Advisors, LLC: BAI position timeline

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

Lifeworks Advisors, LLC held 20,574 BAI 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 20,574 shares
    Change vs previous 13F +498 shares

    0.11% of the 13F portfolio, value $1,084,661.

    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 20,076 shares
    Change vs previous 13F +1,601 shares

    0.08% of the 13F portfolio, value $661,504.

    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 18,475 shares
    Change vs previous 13F +2,358 shares

    0.08% of the 13F portfolio, value $615,218.

    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 16,117 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $550,557.

    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).