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Lifeworks Advisors, LLC: OUNZ position timeline

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

Lifeworks Advisors, LLC held 165,095 OUNZ 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 165,095 shares
    Change vs previous 13F -1,052 shares

    0.67% of the 13F portfolio, value $6,371,014.

    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 166,147 shares
    Change vs previous 13F -19,388 shares

    0.96% of the 13F portfolio, value $7,484,920.

    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 185,535 shares
    Change vs previous 13F -14,880 shares

    1% of the 13F portfolio, value $7,695,989.

    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 200,415 shares
    Change vs previous 13F -4,118 shares

    1% of the 13F portfolio, value $7,453,432.

    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 204,533 shares
    Change vs previous 13F -54,944 shares

    0.97% of the 13F portfolio, value $6,522,555.

    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 259,477 shares
    Change vs previous 13F -479 shares

    1.3% of the 13F portfolio, value $7,820,625.

    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 259,956 shares
    Change vs previous 13F -13,065 shares

    1.19% of the 13F portfolio, value $6,576,877.

    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 273,021 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $6,931,993.

    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).