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Lifeworks Advisors, LLC: SPTM position timeline

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

Lifeworks Advisors, LLC held 14,019 SPTM 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 14,019 shares
    Change vs previous 13F -2,363 shares

    0.13% of the 13F portfolio, value $1,272,785.

    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 16,382 shares
    Change vs previous 13F +1,531 shares

    0.17% of the 13F portfolio, value $1,295,151.

    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 14,851 shares
    Change vs previous 13F -240 shares

    0.16% of the 13F portfolio, value $1,225,208.

    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 15,091 shares
    Change vs previous 13F -350 shares

    0.16% of the 13F portfolio, value $1,217,089.

    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 15,441 shares
    Change vs previous 13F +51 shares

    0.17% of the 13F portfolio, value $1,156,376.

    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 15,390 shares
    Change vs previous 13F -1,283 shares

    0.17% of the 13F portfolio, value $1,046,674.

    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 16,673 shares
    Change vs previous 13F -1,854 shares

    0.22% of the 13F portfolio, value $1,190,952.

    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 18,527 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,298,002.

    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).