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Disclosery

Clearstead Advisors, LLC: PWR position timeline

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

Clearstead Advisors, LLC held 18,794 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,794 shares
    Change vs previous 13F +5,618 shares

    0.13% of the 13F portfolio, value $13,532,349.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 ended2026-03-31
    13F 13,176 shares
    Change vs previous 13F -489 shares

    0.07% of the 13F portfolio, value $7,233,694.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 13,665 shares
    Change vs previous 13F +1,283 shares

    0.07% of the 13F portfolio, value $5,767,160.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    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 12,382 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $5,131,477.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    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 12,375 shares
    Change vs previous 13F +1,570 shares

    0.07% of the 13F portfolio, value $4,678,734.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    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 10,805 shares
    Change vs previous 13F -321 shares

    0.04% of the 13F portfolio, value $2,746,541.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    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 11,126 shares
    Change vs previous 13F -686 shares

    0.05% of the 13F portfolio, value $3,516,398.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    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 11,812 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,521,660.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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