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Disclosery

Caldwell Trust Co: PWR position timeline

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

Caldwell Trust Co held 14,272 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,272 shares
    Change vs previous 13F +602 shares

    0.83% of the 13F portfolio, value $10,276,411.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 13,670 shares
    Change vs previous 13F +723 shares

    0.67% of the 13F portfolio, value $7,505,103.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 12,947 shares
    Change vs previous 13F +1,240 shares

    0.49% of the 13F portfolio, value $5,464,411.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 11,707 shares
    Change vs previous 13F +293 shares

    0.45% of the 13F portfolio, value $4,851,615.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 11,414 shares
    Change vs previous 13F +656 shares

    0.43% of the 13F portfolio, value $4,315,405.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 10,758 shares
    Change vs previous 13F +1,970 shares

    0.29% of the 13F portfolio, value $2,734,468.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 8,788 shares
    Change vs previous 13F +1,359 shares

    0.29% of the 13F portfolio, value $2,777,447.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 7,429 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,214,956.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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