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Lifeworks Advisors, LLC: NTAP position timeline

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

Lifeworks Advisors, LLC held 47,887 NTAP 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 47,887 shares
    Change vs previous 13F -2,798 shares

    0.78% of the 13F portfolio, value $7,411,045.

    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 50,685 shares
    Change vs previous 13F +9,952 shares

    0.67% of the 13F portfolio, value $5,189,626.

    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 40,733 shares
    Change vs previous 13F +5,251 shares

    0.56% of the 13F portfolio, value $4,362,096.

    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 35,482 shares
    Change vs previous 13F +4,113 shares

    0.56% of the 13F portfolio, value $4,203,253.

    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 31,369 shares
    Change vs previous 13F +2,894 shares

    0.5% of the 13F portfolio, value $3,342,336.

    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 28,475 shares
    Change vs previous 13F +3,499 shares

    0.42% of the 13F portfolio, value $2,501,232.

    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 24,976 shares
    Change vs previous 13F +3,522 shares

    0.52% of the 13F portfolio, value $2,899,165.

    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 21,454 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,649,810.

    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).