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Lifeworks Advisors, LLC: IVV position timeline

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

Lifeworks Advisors, LLC held 11,064 IVV 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 11,064 shares
    Change vs previous 13F +2,213 shares

    0.87% of the 13F portfolio, value $8,285,994.

    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 8,851 shares
    Change vs previous 13F -2,565 shares

    0.74% of the 13F portfolio, value $5,781,468.

    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 11,416 shares
    Change vs previous 13F +742 shares

    1.01% of the 13F portfolio, value $7,819,534.

    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 10,674 shares
    Change vs previous 13F -168 shares

    0.96% of the 13F portfolio, value $7,144,243.

    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 10,842 shares
    Change vs previous 13F -1,130 shares

    1% of the 13F portfolio, value $6,732,102.

    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 11,972 shares
    Change vs previous 13F +3,971 shares

    1.12% of the 13F portfolio, value $6,727,337.

    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 8,001 shares
    Change vs previous 13F -86 shares

    0.85% of the 13F portfolio, value $4,710,305.

    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 8,087 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,665,012.

    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).