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Lifeworks Advisors, LLC: BNDX position timeline

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

Lifeworks Advisors, LLC held 404,393 BNDX 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 404,393 shares
    Change vs previous 13F +34,166 shares

    2.05% of the 13F portfolio, value $19,584,743.

    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 370,227 shares
    Change vs previous 13F +11,149 shares

    2.28% of the 13F portfolio, value $17,789,398.

    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 359,078 shares
    Change vs previous 13F +33,073 shares

    2.25% of the 13F portfolio, value $17,350,654.

    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 326,005 shares
    Change vs previous 13F +13,124 shares

    2.16% of the 13F portfolio, value $16,124,232.

    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 312,881 shares
    Change vs previous 13F +25,561 shares

    2.31% of the 13F portfolio, value $15,490,756.

    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 287,320 shares
    Change vs previous 13F +29,009 shares

    2.33% of the 13F portfolio, value $14,026,972.

    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 258,311 shares
    Change vs previous 13F +19,757 shares

    2.29% of the 13F portfolio, value $12,670,154.

    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 238,554 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $11,994,502.

    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).