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Lifeworks Advisors, LLC: BOXX position timeline

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

Lifeworks Advisors, LLC held 104,649 BOXX 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 104,649 shares
    Change vs previous 13F +68,342 shares

    1.28% of the 13F portfolio, value $12,253,345.

    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 36,307 shares
    Change vs previous 13F -1,700 shares

    0.54% of the 13F portfolio, value $4,222,192.

    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 38,007 shares
    Change vs previous 13F -5,220 shares

    0.57% of the 13F portfolio, value $4,374,552.

    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 43,227 shares
    Change vs previous 13F -49,531 shares

    0.66% of the 13F portfolio, value $4,921,851.

    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 92,758 shares
    Change vs previous 13F +63,107 shares

    1.56% of the 13F portfolio, value $10,452,008.

    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 29,651 shares
    Change vs previous 13F +1,698 shares

    0.55% of the 13F portfolio, value $3,305,829.

    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 27,953 shares
    Change vs previous 13F -1,512 shares

    0.56% of the 13F portfolio, value $3,082,604.

    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 29,465 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,209,622.

    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).