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Lifeworks Advisors, LLC: IBIT position timeline

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

Lifeworks Advisors, LLC held 240,879 IBIT 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 240,879 shares
    Change vs previous 13F +36,267 shares

    0.84% of the 13F portfolio, value $8,018,858.

    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 204,612 shares
    Change vs previous 13F +38,321 shares

    1.01% of the 13F portfolio, value $7,861,177.

    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 166,291 shares
    Change vs previous 13F +5,019 shares

    1.07% of the 13F portfolio, value $8,256,363.

    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 161,272 shares
    Change vs previous 13F +14,464 shares

    1.41% of the 13F portfolio, value $10,482,679.

    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 146,808 shares
    Change vs previous 13F +5,002 shares

    1.34% of the 13F portfolio, value $8,986,088.

    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 141,806 shares
    Change vs previous 13F +4,128 shares

    1.1% of the 13F portfolio, value $6,637,957.

    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 137,678 shares
    Change vs previous 13F +26,295 shares

    1.32% of the 13F portfolio, value $7,303,801.

    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 111,383 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $4,024,250.

    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).