Lifeworks Advisors, LLC

Business address
4095 Park East Ct., Ste. C, Grand Rapids, MI, 49546
Top securities (13F)
SPDW, GOVT, LQD, MBB, BNDX, IAU, FTEC, VTIP, MSFT, IBIT, ABBV, GLD, STX, AAPL, JNJ, ORCL, GILD, IBM, FHLC, and PFE
State of incorporation
MI
Fiscal year end
31 December
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Lifeworks Advisors, LLC has filed 18 SEC EDGAR filings since 15 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Nov 2025 30 Sep 2025 028-22210
13F-HR Open Document Open Filing 05 Aug 2025 30 Jun 2025 028-22210
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-22210
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-22210
13F-HR Open Document Open Filing 07 Feb 2025 31 Dec 2024 028-22210
13F-HR Open Document Open Filing 06 Nov 2024 30 Sep 2024 028-22210
N-PX Open Document Open Filing 21 Aug 2024 30 Jun 2024 028-22210
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-22210
13F-HR Open Document Open Filing 10 May 2024 31 Mar 2024 028-22210
13F-HR Open Document Open Filing 12 Feb 2024 31 Dec 2023 028-22210
13F-HR Open Document Open Filing 01 Nov 2023 30 Sep 2023 028-22210
13F-HR Open Document Open Filing 02 Aug 2023 30 Jun 2023 028-22210
13F-HR Open Document Open Filing 15 May 2023 31 Mar 2023 028-22210
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-22210
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-22210
13F-HR Open Document Open Filing 12 Aug 2022 30 Jun 2022 028-22210
13F-HR Open Document Open Filing 16 May 2022 31 Mar 2022 028-22210
13F-HR Open Document Open Filing 15 Feb 2022 31 Dec 2021 028-22210