Lifeworks Advisors, LLC: SPHY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifeworks Advisors, LLC on SPHY, newest first. How the timeline and the estimate are built.
Lifeworks Advisors, LLC held 26,197 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 26,197 sharesChange vs previous 13F +1,246 shares
0.06% of the 13F portfolio, value $614,052.
13F-HR 0001951757-26-001262 filed by Lifeworks Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,951 sharesChange vs previous 13F -51,823 shares
0.07% of the 13F portfolio, value $581,848.
13F-HR 0001951757-26-000767 filed by Lifeworks Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 76,774 sharesChange vs previous 13F -291 shares
0.24% of the 13F portfolio, value $1,817,231.
13F-HR 0001951757-26-000453 filed by Lifeworks Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 77,065 sharesChange vs previous 13F -1,607 shares
0.25% of the 13F portfolio, value $1,844,936.
13F-HR 0001951757-25-001383 filed by Lifeworks Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 78,672 sharesChange vs previous 13F -2,404 shares
0.28% of the 13F portfolio, value $1,872,394.
13F-HR 0001951757-25-001025 filed by Lifeworks Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 81,076 sharesChange vs previous 13F +54,289 shares
0.32% of the 13F portfolio, value $1,898,802.
13F-HR 0001951757-25-000515 filed by Lifeworks Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,787 sharesChange vs previous 13F -6,564 shares
0.11% of the 13F portfolio, value $628,691.
13F-HR 0001951757-25-000200 filed by Lifeworks Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,351 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $802,092.
13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).