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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

PNW holding history

Pinnacle West Capital Corp in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PNW overviewAll 13F holders of PNWFull Q3 2025 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of PNW by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−2,868−100.0%Sold outHolders
Q2 20232,868$233.6K<0.1%+2,868NewHolders
Q3 20220$00.0%−2,851−100.0%Sold outHolders
Q2 20222,851$208.0K<0.1%+39+1.4%AddedHolders
Q1 20222,812$220.0K<0.1%+2,812NewHolders
Q3 20210$00.0%−2,570−100.0%Sold outHolders
Q2 20212,570$211.0K<0.1%−14−0.5%ReducedHolders
Q1 20212,584$210.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.