TAIL — CAMBRIA ETF TR

Ownership history in Lifeworks Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in CAMBRIA ETF TR (TAIL). 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.

Peak position
0.04% (2024 Q3)
Avg. % of fund
0.04%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 18,172 — 0% 0.03% $215K $11.69
2025 Q2 REDUCED 18,172 -40 -0.2% 0.03% $218K $11.80
2025 Q1 REDUCED 18,212 -1,266 -6.5% 0.04% $215K $11.49
2024 Q4 ADDED 19,478 +491 +2.6% 0.04% $218K $10.89
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TAIL price (monthly, adj. close)

Other funds also holding TAIL

As of 2025 Q4 — sorted by position size

Professional Financial Advisors, LLC 3Y 0.4% Philip James Wealth Mangement, LLC 0.22% ORG Partners LLC 0.17% Soltis Investment Advisors LLC 3Y 0.17% Orcam Financial Group 3Y 0.16% Sierra Capital LLC 3Y 0.15% Resurgent Financial Advisors LLC 3Y 0.1% Mezzasalma Advisors, LLC 3Y 0.09% Centric Wealth Management 3Y 7Y 0.07% Focus Partners Wealth 3Y 7Y 0.02%
← Back to Lifeworks Advisors, LLC Holdings