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Lifeworks Advisors, LLC: VTIP position timeline

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

Lifeworks Advisors, LLC held 370,992 VTIP 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 370,992 shares
    Change vs previous 13F +62,055 shares

    1.95% of the 13F portfolio, value $18,634,929.

    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 308,937 shares
    Change vs previous 13F -296 shares

    1.98% of the 13F portfolio, value $15,431,390.

    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 309,233 shares
    Change vs previous 13F +6,925 shares

    1.98% of the 13F portfolio, value $15,294,677.

    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 302,308 shares
    Change vs previous 13F +6,664 shares

    2.05% of the 13F portfolio, value $15,305,840.

    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 295,644 shares
    Change vs previous 13F +14,526 shares

    2.22% of the 13F portfolio, value $14,862,012.

    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 281,118 shares
    Change vs previous 13F +48,013 shares

    2.33% of the 13F portfolio, value $14,027,810.

    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 233,105 shares
    Change vs previous 13F +8,417 shares

    2.04% of the 13F portfolio, value $11,286,928.

    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 224,688 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $11,079,344.

    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).