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Arkadios Wealth Advisors: PWR position timeline

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

Arkadios Wealth Advisors held 18,730 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,730 shares
    Change vs previous 13F +895 shares

    0.21% of the 13F portfolio, value $13,486,067.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 17,835 shares
    Change vs previous 13F -1,803 shares

    0.16% of the 13F portfolio, value $9,791,736.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 19,638 shares
    Change vs previous 13F +152 shares

    0.16% of the 13F portfolio, value $8,288,386.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 19,486 shares
    Change vs previous 13F +571 shares

    0.2% of the 13F portfolio, value $8,075,331.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 18,915 shares
    Change vs previous 13F +2,322 shares

    0.21% of the 13F portfolio, value $7,151,511.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 16,593 shares
    Change vs previous 13F +15,771 shares

    0.16% of the 13F portfolio, value $4,217,604.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 822 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $259,722.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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