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Lifeworks Advisors, LLC: ROMO position timeline

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

Lifeworks Advisors, LLC held 7,735 ROMO 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 7,735 shares
    Change vs previous 13F -2,675 shares

    0.03% of the 13F portfolio, value $261,104.

    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 10,410 shares
    Change vs previous 13F -10,657 shares

    0.04% of the 13F portfolio, value $327,819.

    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 21,067 shares
    Change vs previous 13F -22,491 shares

    0.09% of the 13F portfolio, value $669,075.

    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 43,558 shares
    Change vs previous 13F -8,102 shares

    0.2% of the 13F portfolio, value $1,464,677.

    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 51,660 shares
    Change vs previous 13F -9,140 shares

    0.25% of the 13F portfolio, value $1,654,231.

    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 60,800 shares
    Change vs previous 13F -22,919 shares

    0.31% of the 13F portfolio, value $1,851,968.

    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 83,719 shares
    Change vs previous 13F -10,315 shares

    0.48% of the 13F portfolio, value $2,647,195.

    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 94,034 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,957,285.

    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).