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Lifeworks Advisors, LLC: CMI position timeline

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

Lifeworks Advisors, LLC held 12,230 CMI 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 12,230 shares
    Change vs previous 13F +471 shares

    0.91% of the 13F portfolio, value $8,722,489.

    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 11,759 shares
    Change vs previous 13F -122 shares

    0.81% of the 13F portfolio, value $6,326,565.

    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 11,881 shares
    Change vs previous 13F -955 shares

    0.79% of the 13F portfolio, value $6,064,882.

    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 12,836 shares
    Change vs previous 13F +229 shares

    0.73% of the 13F portfolio, value $5,421,425.

    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 12,607 shares
    Change vs previous 13F +257 shares

    0.62% of the 13F portfolio, value $4,128,680.

    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 12,350 shares
    Change vs previous 13F +1,692 shares

    0.64% of the 13F portfolio, value $3,870,970.

    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 10,658 shares
    Change vs previous 13F +1,004 shares

    0.67% of the 13F portfolio, value $3,715,291.

    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 9,654 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,125,920.

    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).