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Lifeworks Advisors, LLC: CARR position timeline

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

Lifeworks Advisors, LLC held 5,054 CARR 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 5,054 shares
    Change vs previous 13F -22,509 shares

    0.04% of the 13F portfolio, value $370,711.

    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 27,563 shares
    Change vs previous 13F -49,321 shares

    0.2% of the 13F portfolio, value $1,552,051.

    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 76,884 shares
    Change vs previous 13F +24,295 shares

    0.53% of the 13F portfolio, value $4,062,551.

    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 52,589 shares
    Change vs previous 13F +8,110 shares

    0.42% of the 13F portfolio, value $3,139,576.

    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 44,479 shares
    Change vs previous 13F +4,943 shares

    0.49% of the 13F portfolio, value $3,255,406.

    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 39,536 shares
    Change vs previous 13F +27,801 shares

    0.42% of the 13F portfolio, value $2,506,600.

    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 11,735 shares
    Change vs previous 13F -15,111 shares

    0.14% of the 13F portfolio, value $801,058.

    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 26,846 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,160,813.

    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).