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Lifeworks Advisors, LLC: IYR position timeline

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

Lifeworks Advisors, LLC held 2,558 IYR 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 2,558 shares
    Change vs previous 13F -1,172 shares

    0.03% of the 13F portfolio, value $261,556.

    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 3,730 shares
    Change vs previous 13F -7,701 shares

    0.05% of the 13F portfolio, value $352,662.

    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 11,431 shares
    Change vs previous 13F -5,826 shares

    0.14% of the 13F portfolio, value $1,073,229.

    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 17,257 shares
    Change vs previous 13F -4,595 shares

    0.22% of the 13F portfolio, value $1,675,310.

    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 21,852 shares
    Change vs previous 13F -13,021 shares

    0.31% of the 13F portfolio, value $2,070,914.

    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 34,873 shares
    Change vs previous 13F -14,020 shares

    0.56% of the 13F portfolio, value $3,339,111.

    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 48,893 shares
    Change vs previous 13F +19,628 shares

    0.82% of the 13F portfolio, value $4,549,953.

    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 29,265 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,981,258.

    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).