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Lifeworks Advisors, LLC: MBB position timeline

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

Lifeworks Advisors, LLC held 193,120 MBB 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 193,120 shares
    Change vs previous 13F +6,724 shares

    1.91% of the 13F portfolio, value $18,253,717.

    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 186,396 shares
    Change vs previous 13F -1,681 shares

    2.27% of the 13F portfolio, value $17,698,288.

    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 188,077 shares
    Change vs previous 13F +7,713 shares

    2.32% of the 13F portfolio, value $17,908,710.

    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 180,364 shares
    Change vs previous 13F +8,644 shares

    2.3% of the 13F portfolio, value $17,161,642.

    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 171,720 shares
    Change vs previous 13F +9,180 shares

    2.4% of the 13F portfolio, value $16,122,814.

    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 162,540 shares
    Change vs previous 13F +16,747 shares

    2.53% of the 13F portfolio, value $15,243,018.

    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 145,793 shares
    Change vs previous 13F +17,720 shares

    2.41% of the 13F portfolio, value $13,366,282.

    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 128,073 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $12,270,632.

    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).