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Brown Financial Advisors: PWR position timeline

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

Brown Financial Advisors held 2,193 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,193 shares
    Change vs previous 13F -237 shares

    0.55% of the 13F portfolio, value $1,578,901.

    13F-HR 0002035548-26-000006 filed by Brown Financial 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 2,430 shares
    Change vs previous 13F -686 shares

    0.51% of the 13F portfolio, value $1,334,119.

    13F-HR 0002035548-26-000002 filed by Brown Financial 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 3,116 shares
    Change vs previous 13F -889 shares

    0.48% of the 13F portfolio, value $1,315,139.

    13F-HR 0002035548-26-000001 filed by Brown Financial 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 4,005 shares
    Change vs previous 13F +50 shares

    0.61% of the 13F portfolio, value $1,659,752.

    13F-HR 0002035548-25-000005 filed by Brown Financial 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 3,955 shares
    Change vs previous 13F -667 shares

    0.58% of the 13F portfolio, value $1,495,306.

    13F-HR 0002035548-25-000003 filed by Brown Financial 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 4,622 shares
    Change vs previous 13F +1,190 shares

    0.48% of the 13F portfolio, value $1,174,820.

    13F-HR 0002035548-25-000002 filed by Brown Financial 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 3,432 shares
    Change vs previous 13F -19 shares

    0.44% of the 13F portfolio, value $1,084,684.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 3,451 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,028,916.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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