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Lifeworks Advisors, LLC: PNR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifeworks Advisors, LLC on PNR, newest first. How the timeline and the estimate are built.

Lifeworks Advisors, LLC held 50,229 PNR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,229 shares
    Change vs previous 13F +4,162 shares

    0.4% of the 13F portfolio, value $3,850,582.

    13F-HR 0001951757-26-001262 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,067 shares
    Change vs previous 13F +6,823 shares

    0.52% of the 13F portfolio, value $4,012,911.

    13F-HR 0001951757-26-000767 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,244 shares
    Change vs previous 13F +31,587 shares

    0.53% of the 13F portfolio, value $4,086,826.

    13F-HR 0001951757-26-000453 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,657 shares
    Change vs previous 13F +1,947 shares

    0.11% of the 13F portfolio, value $848,081.

    13F-HR 0001951757-25-001383 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,710 shares
    Change vs previous 13F -24,377 shares

    0.09% of the 13F portfolio, value $586,238.

    13F-HR 0001951757-25-001025 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,087 shares
    Change vs previous 13F +3,688 shares

    0.44% of the 13F portfolio, value $2,632,015.

    13F-HR 0001951757-25-000515 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,399 shares
    Change vs previous 13F +6,923 shares

    0.48% of the 13F portfolio, value $2,656,777.

    13F-HR 0001951757-25-000200 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,476 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,904,546.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).