Skip to content
Disclosery

Lifeworks Advisors, LLC: FENY position timeline

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

Lifeworks Advisors, LLC held 7,153 FENY 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 7,153 shares
    Change vs previous 13F -97 shares

    0.02% of the 13F portfolio, value $211,443.

    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 7,250 shares
    Change vs previous 13F -2,474 shares

    0.03% of the 13F portfolio, value $246,650.

    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 9,724 shares
    Change vs previous 13F -186 shares

    0.03% of the 13F portfolio, value $240,870.

    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 9,910 shares
    Change vs previous 13F -5,946 shares

    0.03% of the 13F portfolio, value $244,980.

    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 15,856 shares
    Change vs previous 13F +2,518 shares

    0.06% of the 13F portfolio, value $371,828.

    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 13,338 shares
    Change vs previous 13F +737 shares

    0.06% of the 13F portfolio, value $340,781.

    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 12,601 shares
    Change vs previous 13F +2,034 shares

    0.05% of the 13F portfolio, value $300,415.

    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 10,567 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $254,448.

    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).