Ownership history in Lifeworks Advisors, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in STRATEGY SHS (ROMO). 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 | REDUCED | 21,067 | -22,491 | -51.6% | 0.09% | $669K | $31.76 |
| 2025 Q3 | REDUCED | 43,558 | -8,102 | -15.7% | 0.20% | $1.5M | $30.90 |
| 2025 Q2 | REDUCED | 51,660 | -9,140 | -15.0% | 0.25% | $1.7M | $29.43 |
| 2025 Q1 | REDUCED | 60,800 | -22,919 | -27.4% | 0.31% | $1.9M | $27.99 |
As of 2025 Q4 — sorted by position size