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Lifeworks Advisors, LLC: SPDW position timeline

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

Lifeworks Advisors, LLC held 1,249,765 SPDW 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 1,249,765 shares
    Change vs previous 13F +86,028 shares

    6.59% of the 13F portfolio, value $62,975,641.

    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 1,163,737 shares
    Change vs previous 13F +23,100 shares

    6.82% of the 13F portfolio, value $53,124,613.

    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 1,140,637 shares
    Change vs previous 13F +105,354 shares

    6.56% of the 13F portfolio, value $50,655,674.

    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 1,035,283 shares
    Change vs previous 13F +133,328 shares

    5.94% of the 13F portfolio, value $44,299,777.

    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 901,955 shares
    Change vs previous 13F +84,531 shares

    5.45% of the 13F portfolio, value $36,520,159.

    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 817,424 shares
    Change vs previous 13F +106,786 shares

    4.95% of the 13F portfolio, value $29,762,408.

    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 710,638 shares
    Change vs previous 13F +174,180 shares

    4.38% of the 13F portfolio, value $24,254,058.

    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 536,458 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $20,149,352.

    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).