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Lifeworks Advisors, LLC: JPST position timeline

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

Lifeworks Advisors, LLC held 11,744 JPST 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 11,744 shares
    Change vs previous 13F +5,405 shares

    0.06% of the 13F portfolio, value $593,898.

    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 6,339 shares
    Change vs previous 13F -28,151 shares

    0.04% of the 13F portfolio, value $320,811.

    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 34,490 shares
    Change vs previous 13F -64 shares

    0.23% of the 13F portfolio, value $1,744,846.

    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 34,554 shares
    Change vs previous 13F -1,569 shares

    0.24% of the 13F portfolio, value $1,752,935.

    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 36,123 shares
    Change vs previous 13F -1,503 shares

    0.27% of the 13F portfolio, value $1,830,714.

    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 37,626 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,904,990.

    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).