Ownership history in Lifeworks Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in CISCO SYS INC (CSCO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 99,970 | +1,692 | +1.7% | 1.00% | $7.7M | $76.62 |
| 2025 Q3 | REDUCED | 98,278 | -1,399 | -1.4% | 0.90% | $6.7M | $67.65 |
| 2025 Q2 | ADDED | 99,677 | +913 | +0.9% | 1.03% | $6.9M | $68.19 |
| 2025 Q1 | ADDED | 98,764 | +4,518 | +4.8% | 1.01% | $6.1M | $60.25 |
| 2024 Q4 | ADDED | 94,246 | +1,300 | +1.4% | 1.01% | $5.6M | $57.40 |
| 2024 Q3 | ADDED | 92,946 | +13,167 | +16.5% | 0.97% | $4.9M | $51.21 |
| 2024 Q2 | ADDED | 79,779 | +3,557 | +4.7% | 1.06% | $3.8M | $45.33 |
| 2024 Q1 | ADDED | 76,222 | +8,437 | +12.4% | 1.06% | $3.8M | $47.24 |
| 2023 Q4 | REDUCED | 67,785 | -3,570 | -5.0% | 1.18% | $3.4M | $47.44 |
| 2023 Q3 | ADDED | 71,355 | +1,142 | +1.6% | 1.49% | $3.8M | $50.12 |
As of 2025 Q4 — sorted by position size