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Lifeworks Advisors, LLC: LQD position timeline

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

Lifeworks Advisors, LLC held 195,454 LQD 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 195,454 shares
    Change vs previous 13F +8,472 shares

    2.23% of the 13F portfolio, value $21,318,134.

    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 186,982 shares
    Change vs previous 13F +1,754 shares

    2.62% of the 13F portfolio, value $20,379,125.

    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 185,228 shares
    Change vs previous 13F +10,485 shares

    2.64% of the 13F portfolio, value $20,410,327.

    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 174,743 shares
    Change vs previous 13F +6,312 shares

    2.61% of the 13F portfolio, value $19,478,637.

    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 168,431 shares
    Change vs previous 13F +510 shares

    2.75% of the 13F portfolio, value $18,461,676.

    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 167,921 shares
    Change vs previous 13F +30,013 shares

    3.03% of the 13F portfolio, value $18,251,367.

    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 137,908 shares
    Change vs previous 13F +9,952 shares

    2.66% of the 13F portfolio, value $14,734,073.

    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 127,956 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $14,456,520.

    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).