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Lifeworks Advisors, LLC: VTRS position timeline

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

Lifeworks Advisors, LLC held 75,805 VTRS 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 75,805 shares
    Change vs previous 13F -149,401 shares

    0.13% of the 13F portfolio, value $1,203,782.

    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 225,206 shares
    Change vs previous 13F -453,540 shares

    0.39% of the 13F portfolio, value $3,042,535.

    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 678,746 shares
    Change vs previous 13F +83,811 shares

    1.09% of the 13F portfolio, value $8,450,392.

    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 594,935 shares
    Change vs previous 13F +99,668 shares

    0.79% of the 13F portfolio, value $5,889,852.

    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 495,267 shares
    Change vs previous 13F +139,581 shares

    0.66% of the 13F portfolio, value $4,422,736.

    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 355,686 shares
    Change vs previous 13F +89,634 shares

    0.52% of the 13F portfolio, value $3,098,021.

    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 266,052 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,312,343.

    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).