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Lifeworks Advisors, LLC: CLX position timeline

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

Lifeworks Advisors, LLC held 72,797 CLX 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 72,797 shares
    Change vs previous 13F +11,582 shares

    0.73% of the 13F portfolio, value $6,947,734.

    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 61,215 shares
    Change vs previous 13F +7,485 shares

    0.81% of the 13F portfolio, value $6,343,714.

    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 53,730 shares
    Change vs previous 13F +7,664 shares

    0.7% of the 13F portfolio, value $5,417,604.

    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 46,066 shares
    Change vs previous 13F +2,075 shares

    0.76% of the 13F portfolio, value $5,679,944.

    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 43,991 shares
    Change vs previous 13F +40,519 shares

    0.79% of the 13F portfolio, value $5,282,040.

    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 3,472 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $511,205.

    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).