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Lifeworks Advisors, LLC: IEF position timeline

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

Lifeworks Advisors, LLC held 29,786 IEF 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 29,786 shares
    Change vs previous 13F +3,691 shares

    0.29% of the 13F portfolio, value $2,816,819.

    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 26,095 shares
    Change vs previous 13F -6,828 shares

    0.32% of the 13F portfolio, value $2,490,483.

    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 32,923 shares
    Change vs previous 13F -22,133 shares

    0.41% of the 13F portfolio, value $3,165,849.

    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 55,056 shares
    Change vs previous 13F +5,727 shares

    0.71% of the 13F portfolio, value $5,310,704.

    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 49,329 shares
    Change vs previous 13F -48,253 shares

    0.7% of the 13F portfolio, value $4,724,196.

    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 97,582 shares
    Change vs previous 13F +48,174 shares

    1.55% of the 13F portfolio, value $9,306,438.

    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 49,408 shares
    Change vs previous 13F +16,626 shares

    0.82% of the 13F portfolio, value $4,567,729.

    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 32,782 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,216,615.

    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).