EYLD β€” CAMBRIA ETF TR

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

AI Ownership Summary

Lifeworks Advisors, LLC reported CAMBRIA ETF TR (EYLD) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.21% in 2024 Q3. The latest visible filing shows EYLD at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lifeworks Advisors, LLC's position in CAMBRIA ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EYLD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lifeworks Advisors, LLC held EYLD β€” position size vs. price
% of Fund (quarterly)    EYLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6,360 -3,074 -32.6% 0.03% $237K 2025-11-12 $38.34
2025 Q2 REDUCED 9,434 -3,574 -27.5% 0.05% $341K 2025-08-05 $35.03
2025 Q1 REDUCED 13,008 -13,213 -50.4% 0.07% $413K 2025-05-06 $31.04
2024 Q4 REDUCED 26,221 -4,001 -13.2% 0.15% $821K 2025-02-07 $30.02
2024 Q3 INITIATED 30,222 β€” β€” 0.21% $1.0M 2024-11-06 $31.13

FAQ About Lifeworks Advisors, LLC and EYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lifeworks Advisors, LLC reported owning EYLD?

Lifeworks Advisors, LLC reported EYLD across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported EYLD position in Lifeworks Advisors, LLC's portfolio?

The largest reported portfolio weight for EYLD was 0.21% in 2024 Q3.

What is the latest reported EYLD position on this page?

The most recent filing on this page is 2025 Q3, when Lifeworks Advisors, LLC reported 6,360 shares, equal to 0.03% of portfolio, with an estimated market value of $237K.

What does the chart on this EYLD ownership page compare?

The chart compares Lifeworks Advisors, LLC's quarterly EYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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