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Capital Planning Advisors, LLC: PWR position timeline

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

Capital Planning Advisors, LLC held 2,581 PWR shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,581 shares
    Change vs previous 13F +325 shares

    0.2% of the 13F portfolio, value $1,417,021.

    13F-HR 0001172661-26-001916 filed by Capital Planning 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 ended2025-12-31
    13F 2,256 shares
    Change vs previous 13F +266 shares

    0.13% of the 13F portfolio, value $952,167.

    13F-HR 0001172661-26-000976 filed by Capital Planning 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 ended2025-09-30
    13F 1,990 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $824,696.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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