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Lifeworks Advisors, LLC: TIPX position timeline

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

Lifeworks Advisors, LLC held 17,560 TIPX 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 17,560 shares
    Change vs previous 13F -1,633 shares

    0.03% of the 13F portfolio, value $332,411.

    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 19,193 shares
    Change vs previous 13F -189 shares

    0.05% of the 13F portfolio, value $368,310.

    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 19,382 shares
    Change vs previous 13F -604 shares

    0.05% of the 13F portfolio, value $369,804.

    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 19,986 shares
    Change vs previous 13F -134 shares

    0.05% of the 13F portfolio, value $385,530.

    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 20,120 shares
    Change vs previous 13F -69 shares

    0.06% of the 13F portfolio, value $385,097.

    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 20,189 shares
    Change vs previous 13F -2,456 shares

    0.06% of the 13F portfolio, value $387,427.

    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 22,645 shares
    Change vs previous 13F -2,375 shares

    0.08% of the 13F portfolio, value $418,706.

    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 25,020 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $474,129.

    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).