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Lifeworks Advisors, LLC: DELL position timeline

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

Lifeworks Advisors, LLC held 61,218 DELL 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 61,218 shares
    Change vs previous 13F -5,697 shares

    2.77% of the 13F portfolio, value $26,413,058.

    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 66,915 shares
    Change vs previous 13F +12,055 shares

    1.41% of the 13F portfolio, value $10,982,684.

    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 54,860 shares
    Change vs previous 13F +3,065 shares

    0.89% of the 13F portfolio, value $6,905,749.

    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 51,795 shares
    Change vs previous 13F +6,741 shares

    0.98% of the 13F portfolio, value $7,342,936.

    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 45,054 shares
    Change vs previous 13F +15,595 shares

    0.82% of the 13F portfolio, value $5,523,589.

    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 29,459 shares
    Change vs previous 13F +9,609 shares

    0.45% of the 13F portfolio, value $2,685,217.

    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 19,850 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,287,497.

    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).