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Disclosery

Lifeworks Advisors, LLC: L position timeline

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

Lifeworks Advisors, LLC held 65,026 L 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 65,026 shares
    Change vs previous 13F +20,160 shares

    0.77% of the 13F portfolio, value $7,361,597.

    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 44,866 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $4,788,975.

    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).