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Disclosery

Lifeworks Advisors, LLC: SCHP position timeline

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

Lifeworks Advisors, LLC held 9,270 SCHP 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 9,270 shares
    Change vs previous 13F +9,270 shares

    0.03% of the 13F portfolio, value $245,646.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -11,694 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 11,694 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $302,056.

    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).