Lifeworks Advisors, LLC

SEC CIK: 0001882132
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

PNW holding history

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

PNW overview All 13F holders of PNW Full Q2 2026 holdings

Shares (Q2 2026): 3,067
Value: $328.2K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of PNW by Lifeworks Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,067	$328.2K	<0.1%	−212−6.5%	Reduced	Holders
Q1 2026	3,279	$330.4K	<0.1%	+29+0.9%	Added	Holders
Q4 2025	3,250	$288.3K	<0.1%	+110+3.5%	Added	Holders
Q3 2025	3,140	$281.5K	<0.1%	+3,140	New	Holders