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Lifeworks Advisors, LLC: STX position timeline

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

Lifeworks Advisors, LLC held 26,621 STX 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 26,621 shares
    Change vs previous 13F -1,116 shares

    2.69% of the 13F portfolio, value $25,689,153.

    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 27,737 shares
    Change vs previous 13F -8,271 shares

    1.39% of the 13F portfolio, value $10,866,238.

    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 36,008 shares
    Change vs previous 13F -3,523 shares

    1.28% of the 13F portfolio, value $9,916,158.

    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 39,531 shares
    Change vs previous 13F +9,033 shares

    1.25% of the 13F portfolio, value $9,331,660.

    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 30,498 shares
    Change vs previous 13F +5,537 shares

    0.66% of the 13F portfolio, value $4,401,843.

    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 24,961 shares
    Change vs previous 13F +17,754 shares

    0.35% of the 13F portfolio, value $2,120,448.

    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 7,207 shares
    Change vs previous 13F +586 shares

    0.11% of the 13F portfolio, value $622,046.

    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 6,621 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $725,202.

    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).