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Lifeworks Advisors, LLC: SPYG position timeline

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

Lifeworks Advisors, LLC held 15,432 SPYG 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 15,432 shares
    Change vs previous 13F -576 shares

    0.19% of the 13F portfolio, value $1,836,292.

    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 16,008 shares
    Change vs previous 13F -1,761 shares

    0.2% of the 13F portfolio, value $1,567,342.

    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 17,769 shares
    Change vs previous 13F -85 shares

    0.25% of the 13F portfolio, value $1,895,970.

    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 17,854 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,865,922.

    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 17,854 shares
    Change vs previous 13F -295 shares

    0.25% of the 13F portfolio, value $1,701,843.

    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 18,149 shares
    Change vs previous 13F -5,379 shares

    0.24% of the 13F portfolio, value $1,458,635.

    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 23,528 shares
    Change vs previous 13F -2,290 shares

    0.37% of the 13F portfolio, value $2,068,111.

    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 25,818 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,141,345.

    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).