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Lifeworks Advisors, LLC: JBL position timeline

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

Lifeworks Advisors, LLC held 31,970 JBL 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 31,970 shares
    Change vs previous 13F -426 shares

    1.29% of the 13F portfolio, value $12,323,764.

    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 32,396 shares
    Change vs previous 13F -2,974 shares

    1.1% of the 13F portfolio, value $8,605,444.

    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 35,370 shares
    Change vs previous 13F +12,264 shares

    1.04% of the 13F portfolio, value $8,064,960.

    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 23,106 shares
    Change vs previous 13F +4,833 shares

    0.67% of the 13F portfolio, value $5,017,980.

    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 18,273 shares
    Change vs previous 13F +1,397 shares

    0.59% of the 13F portfolio, value $3,985,299.

    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 16,876 shares
    Change vs previous 13F -959 shares

    0.38% of the 13F portfolio, value $2,296,281.

    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 17,835 shares
    Change vs previous 13F +2,238 shares

    0.46% of the 13F portfolio, value $2,566,465.

    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 15,597 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,868,960.

    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).