Skip to content
Disclosery

Lifeworks Advisors, LLC: PNW position timeline

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

Lifeworks Advisors, LLC held 3,067 PNW 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 3,067 shares
    Change vs previous 13F -212 shares

    0.03% of the 13F portfolio, value $328,169.

    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 3,279 shares
    Change vs previous 13F +29 shares

    0.04% of the 13F portfolio, value $330,373.

    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 3,250 shares
    Change vs previous 13F +110 shares

    0.04% of the 13F portfolio, value $288,275.

    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 3,140 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $281,521.

    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).