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Lifeworks Advisors, LLC: FDIS position timeline

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

Lifeworks Advisors, LLC held 25,209 FDIS 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 25,209 shares
    Change vs previous 13F +943 shares

    0.27% of the 13F portfolio, value $2,592,529.

    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 24,266 shares
    Change vs previous 13F +4,210 shares

    0.29% of the 13F portfolio, value $2,263,019.

    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 20,056 shares
    Change vs previous 13F -3,607 shares

    0.27% of the 13F portfolio, value $2,048,875.

    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 23,663 shares
    Change vs previous 13F -1,168 shares

    0.33% of the 13F portfolio, value $2,434,174.

    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 24,831 shares
    Change vs previous 13F -1,120 shares

    0.35% of the 13F portfolio, value $2,335,826.

    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 25,951 shares
    Change vs previous 13F +1,295 shares

    0.36% of the 13F portfolio, value $2,193,097.

    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 24,656 shares
    Change vs previous 13F +5,279 shares

    0.43% of the 13F portfolio, value $2,402,933.

    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 19,377 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,713,662.

    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).