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CAPTRUST FINANCIAL ADVISORS: POWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on POWI, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 24,014 POWI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,014 shares
    Change vs previous 13F +1,722 shares

    <0.01% of the 13F portfolio, value $2,011,413.

    13F-HR 0001062993-26-004295 filed by CAPTRUST 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 22,292 shares
    Change vs previous 13F +1,804 shares

    <0.01% of the 13F portfolio, value $1,141,350.

    13F-HR 0001062993-26-002655 filed by CAPTRUST 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 20,488 shares
    Change vs previous 13F -783 shares

    <0.01% of the 13F portfolio, value $728,144.

    13F-HR 0001062993-26-000955 filed by CAPTRUST 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 21,271 shares
    Change vs previous 13F -1,549 shares

    <0.01% of the 13F portfolio, value $855,307.

    13F-HR 0001062993-25-016947 filed by CAPTRUST 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 22,820 shares
    Change vs previous 13F +4,410 shares

    <0.01% of the 13F portfolio, value $1,275,640.

    13F-HR 0001062993-25-014473 filed by CAPTRUST 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 18,410 shares
    Change vs previous 13F -7,724 shares

    <0.01% of the 13F portfolio, value $929,705.

    13F-HR 0001062993-25-009406 filed by CAPTRUST 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 26,134 shares
    Change vs previous 13F +4,621 shares

    <0.01% of the 13F portfolio, value $1,612,468.

    13F-HR 0001062993-25-002458 filed by CAPTRUST 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 21,513 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,379,414.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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