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Lifeworks Advisors, LLC: FHLC position timeline

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

Lifeworks Advisors, LLC held 95,707 FHLC 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 95,707 shares
    Change vs previous 13F +2,311 shares

    0.77% of the 13F portfolio, value $7,393,367.

    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 93,396 shares
    Change vs previous 13F -17,272 shares

    0.84% of the 13F portfolio, value $6,571,310.

    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 110,668 shares
    Change vs previous 13F -12,486 shares

    1.06% of the 13F portfolio, value $8,220,385.

    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 123,154 shares
    Change vs previous 13F -20,817 shares

    1.1% of the 13F portfolio, value $8,235,295.

    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 143,971 shares
    Change vs previous 13F -25,891 shares

    1.37% of the 13F portfolio, value $9,206,969.

    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 169,862 shares
    Change vs previous 13F -44,916 shares

    1.93% of the 13F portfolio, value $11,605,005.

    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 214,778 shares
    Change vs previous 13F +94,881 shares

    2.53% of the 13F portfolio, value $14,035,769.

    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 119,897 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $8,728,509.

    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).