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Aptus Capital Advisors, LLC: PWR position timeline

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

Aptus Capital Advisors, LLC held 59,908 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,908 shares
    Change vs previous 13F -3,077 shares

    0.32% of the 13F portfolio, value $43,136,285.

    13F-HR 0001398344-26-014189 filed by Aptus Capital 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 62,985 shares
    Change vs previous 13F +2,342 shares

    0.29% of the 13F portfolio, value $34,580,099.

    13F-HR 0001398344-26-008931 filed by Aptus Capital 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 60,643 shares
    Change vs previous 13F +5,245 shares

    0.22% of the 13F portfolio, value $25,595,043.

    13F-HR 0001398344-26-003004 filed by Aptus Capital 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 55,398 shares
    Change vs previous 13F +1,458 shares

    0.21% of the 13F portfolio, value $22,958,081.

    13F-HR 0001398344-25-020792 filed by Aptus Capital 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 53,940 shares
    Change vs previous 13F +5,241 shares

    0.2% of the 13F portfolio, value $20,393,516.

    13F-HR 0001398344-25-014888 filed by Aptus Capital 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 48,699 shares
    Change vs previous 13F +7,761 shares

    0.14% of the 13F portfolio, value $12,378,311.

    13F-HR 0001398344-25-009294 filed by Aptus Capital 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 40,938 shares
    Change vs previous 13F +5,280 shares

    0.15% of the 13F portfolio, value $12,938,460.

    13F-HR 0001398344-25-002922 filed by Aptus Capital 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 35,658 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $10,631,433.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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