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Lifeworks Advisors, LLC: FSTA position timeline

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

Lifeworks Advisors, LLC held 69,794 FSTA 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 69,794 shares
    Change vs previous 13F +2,317 shares

    0.38% of the 13F portfolio, value $3,666,952.

    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 67,477 shares
    Change vs previous 13F -11,300 shares

    0.45% of the 13F portfolio, value $3,531,061.

    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 78,777 shares
    Change vs previous 13F -2,403 shares

    0.5% of the 13F portfolio, value $3,875,022.

    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 81,180 shares
    Change vs previous 13F +8,948 shares

    0.54% of the 13F portfolio, value $4,046,011.

    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 72,232 shares
    Change vs previous 13F +34,592 shares

    0.55% of the 13F portfolio, value $3,694,659.

    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 37,640 shares
    Change vs previous 13F +2,000 shares

    0.32% of the 13F portfolio, value $1,924,513.

    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 35,640 shares
    Change vs previous 13F +5,345 shares

    0.32% of the 13F portfolio, value $1,761,697.

    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 30,295 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,546,566.

    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).