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Lifeworks Advisors, LLC: CPB position timeline

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

Lifeworks Advisors, LLC held 297,013 CPB 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 297,013 shares
    Change vs previous 13F +23,334 shares

    0.69% of the 13F portfolio, value $6,614,479.

    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 273,679 shares
    Change vs previous 13F +37,329 shares

    0.78% of the 13F portfolio, value $6,094,831.

    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 236,350 shares
    Change vs previous 13F +19,425 shares

    0.85% of the 13F portfolio, value $6,587,064.

    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 216,925 shares
    Change vs previous 13F -8,727 shares

    0.92% of the 13F portfolio, value $6,850,503.

    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 225,652 shares
    Change vs previous 13F +14,056 shares

    1.03% of the 13F portfolio, value $6,916,223.

    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 211,596 shares
    Change vs previous 13F +39,385 shares

    1.4% of the 13F portfolio, value $8,446,923.

    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 172,211 shares
    Change vs previous 13F +32,682 shares

    1.3% of the 13F portfolio, value $7,212,207.

    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 139,529 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $6,825,774.

    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).