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Lifeworks Advisors, LLC: WAB position timeline

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

Lifeworks Advisors, LLC held 23,696 WAB 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 23,696 shares
    Change vs previous 13F +1,455 shares

    0.67% of the 13F portfolio, value $6,388,339.

    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 22,241 shares
    Change vs previous 13F -3,285 shares

    0.71% of the 13F portfolio, value $5,558,330.

    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 25,526 shares
    Change vs previous 13F +5,436 shares

    0.71% of the 13F portfolio, value $5,448,481.

    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 20,090 shares
    Change vs previous 13F +1,861 shares

    0.54% of the 13F portfolio, value $4,027,524.

    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 18,229 shares
    Change vs previous 13F +2,296 shares

    0.57% of the 13F portfolio, value $3,816,141.

    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 15,933 shares
    Change vs previous 13F +2,919 shares

    0.48% of the 13F portfolio, value $2,889,455.

    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 13,014 shares
    Change vs previous 13F +11,064 shares

    0.45% of the 13F portfolio, value $2,467,263.

    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 1,950 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $354,396.

    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).