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Lifeworks Advisors, LLC: MSI position timeline

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

Lifeworks Advisors, LLC held 4,165 MSI 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 4,165 shares
    Change vs previous 13F -1,801 shares

    0.18% of the 13F portfolio, value $1,729,869.

    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 5,966 shares
    Change vs previous 13F -5,645 shares

    0.33% of the 13F portfolio, value $2,588,963.

    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 11,611 shares
    Change vs previous 13F -313 shares

    0.58% of the 13F portfolio, value $4,450,587.

    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 11,924 shares
    Change vs previous 13F +469 shares

    0.73% of the 13F portfolio, value $5,452,717.

    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 11,455 shares
    Change vs previous 13F +677 shares

    0.72% of the 13F portfolio, value $4,816,473.

    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 10,778 shares
    Change vs previous 13F +1,155 shares

    0.78% of the 13F portfolio, value $4,718,749.

    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 9,623 shares
    Change vs previous 13F +480 shares

    0.8% of the 13F portfolio, value $4,447,930.

    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 9,143 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $4,111,156.

    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).