Skip to content
Disclosery

Lifeworks Advisors, LLC: FTEC position timeline

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

Lifeworks Advisors, LLC held 56,502 FTEC 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 56,502 shares
    Change vs previous 13F -346 shares

    1.69% of the 13F portfolio, value $16,135,708.

    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 56,848 shares
    Change vs previous 13F +5,069 shares

    1.52% of the 13F portfolio, value $11,827,323.

    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 51,779 shares
    Change vs previous 13F -19,939 shares

    1.51% of the 13F portfolio, value $11,633,266.

    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 71,718 shares
    Change vs previous 13F +4,094 shares

    2.14% of the 13F portfolio, value $15,933,697.

    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 67,624 shares
    Change vs previous 13F +19,178 shares

    1.99% of the 13F portfolio, value $13,336,803.

    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 48,446 shares
    Change vs previous 13F +30,492 shares

    1.3% of the 13F portfolio, value $7,812,945.

    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 17,954 shares
    Change vs previous 13F -28,961 shares

    0.6% of the 13F portfolio, value $3,319,272.

    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 46,915 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $8,186,609.

    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).