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Disclosery

Lifeworks Advisors, LLC: SPDN position timeline

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

Lifeworks Advisors, LLC held 18,243 SPDN 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 18,243 shares
    Change vs previous 13F -6,226 shares

    0.02% of the 13F portfolio, value $158,167.

    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 24,469 shares
    Change vs previous 13F +8,705 shares

    0.03% of the 13F portfolio, value $243,467.

    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 15,764 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $148,655.

    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).