Skip to content
Disclosery

Lifeworks Advisors, LLC: SPMD position timeline

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

Lifeworks Advisors, LLC held 15,127 SPMD 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 15,127 shares
    Change vs previous 13F -3,197 shares

    0.11% of the 13F portfolio, value $1,021,980.

    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 18,324 shares
    Change vs previous 13F -87 shares

    0.14% of the 13F portfolio, value $1,085,164.

    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 18,411 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $1,066,190.

    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 18,404 shares
    Change vs previous 13F -116 shares

    0.14% of the 13F portfolio, value $1,052,525.

    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 18,520 shares
    Change vs previous 13F -427 shares

    0.15% of the 13F portfolio, value $1,007,118.

    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 18,947 shares
    Change vs previous 13F -711 shares

    0.16% of the 13F portfolio, value $969,707.

    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 19,658 shares
    Change vs previous 13F -693 shares

    0.19% of the 13F portfolio, value $1,075,096.

    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 20,351 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,112,793.

    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).