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Lifeworks Advisors, LLC: PDBC position timeline

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

Lifeworks Advisors, LLC held 225,436 PDBC 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 225,436 shares
    Change vs previous 13F +21,684 shares

    0.37% of the 13F portfolio, value $3,579,930.

    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 203,752 shares
    Change vs previous 13F -946 shares

    0.45% of the 13F portfolio, value $3,528,991.

    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 204,698 shares
    Change vs previous 13F -5,811 shares

    0.35% of the 13F portfolio, value $2,712,245.

    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 210,509 shares
    Change vs previous 13F +55,027 shares

    0.38% of the 13F portfolio, value $2,827,136.

    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 155,482 shares
    Change vs previous 13F +3,037 shares

    0.3% of the 13F portfolio, value $2,027,491.

    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 152,445 shares
    Change vs previous 13F -6,664 shares

    0.35% of the 13F portfolio, value $2,077,826.

    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 159,109 shares
    Change vs previous 13F +40,225 shares

    0.37% of the 13F portfolio, value $2,066,830.

    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 118,884 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,596,616.

    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).