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Lifeworks Advisors, LLC: FIDU position timeline

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

Lifeworks Advisors, LLC held 114,531 FIDU 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 114,531 shares
    Change vs previous 13F +2,231 shares

    1.19% of the 13F portfolio, value $11,408,403.

    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 112,300 shares
    Change vs previous 13F +382 shares

    1.25% of the 13F portfolio, value $9,716,154.

    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 111,918 shares
    Change vs previous 13F +48,789 shares

    1.2% of the 13F portfolio, value $9,230,983.

    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 63,129 shares
    Change vs previous 13F +16,716 shares

    0.69% of the 13F portfolio, value $5,172,829.

    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 46,413 shares
    Change vs previous 13F -5,411 shares

    0.54% of the 13F portfolio, value $3,598,415.

    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 51,824 shares
    Change vs previous 13F +4,276 shares

    0.59% of the 13F portfolio, value $3,548,407.

    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 47,548 shares
    Change vs previous 13F +12,928 shares

    0.6% of the 13F portfolio, value $3,343,083.

    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 34,620 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,498,513.

    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).