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Consilium Wealth Advisory, LLC: PWR position timeline

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

Consilium Wealth Advisory, LLC held 2,628 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,628 shares
    Change vs previous 13F -60 shares

    0.56% of the 13F portfolio, value $1,892,265.

    13F-HR 0002085853-26-000977 filed by Consilium Wealth Advisory, 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 2,688 shares
    Change vs previous 13F +399 shares

    0.5% of the 13F portfolio, value $1,475,766.

    13F-HR 0002085853-26-000417 filed by Consilium Wealth Advisory, 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 2,289 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $966,095.

    13F-HR 0002085853-26-000085 filed by Consilium Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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