Strategy Shs newfound reslv shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Strategy Shs newfound reslv (ROMO) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Strategy Shs newfound reslv
Tip: Access up to 7 years of quarterly data
All positions including Strategy Shs newfound reslv held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Strategy Shs newfound reslv by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 44k | 33.63 |
| 2025-06-30 | $1.7M | 52k | 32.02 |
| 2025-03-31 | $1.9M | 61k | 30.46 |
| 2024-12-31 | $2.6M | 84k | 31.62 |
| 2024-09-30 | $3.0M | 94k | 31.45 |
| 2024-06-30 | $425k | 14k | 29.94 |