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
- period ended2026-06-3013F 59,908 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 62,985 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 60,643 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 55,398 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 53,940 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 48,699 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 40,938 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 35,658 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).