Ownership history in Lifeworks Advisors, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in ISHARES BITCOIN TR (IBIT). 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 | 166,291 | +5,019 | +3.1% | 1.07% | $8.3M | $49.65 |
| 2025 Q3 | ADDED | 161,272 | +14,464 | +9.9% | 1.40% | $10.5M | $65.00 |
| 2025 Q2 | ADDED | 146,808 | +5,002 | +3.5% | 1.34% | $9.0M | $61.21 |
| 2025 Q1 | ADDED | 141,806 | +4,128 | +3.0% | 1.10% | $6.6M | $46.81 |
| 2024 Q4 | ADDED | 137,678 | +26,295 | +23.6% | 1.32% | $7.3M | $53.05 |
| 2024 Q3 | ADDED | 111,383 | +20,746 | +22.9% | 0.79% | $4.0M | $36.13 |
| 2024 Q2 | REDUCED | 90,637 | -7,574 | -7.7% | 0.86% | $3.1M | $34.14 |
| 2024 Q1 | INITIATED | 98,211 | — | — | 1.11% | $4.0M | — |
As of 2025 Q4 — sorted by position size