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Disclosery

Fiduciary Alliance LLC: PWR position timeline

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

Fiduciary Alliance LLC held 8,788 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,788 shares
    Change vs previous 13F -8,506 shares

    0.43% of the 13F portfolio, value $6,327,765.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 17,294 shares
    Change vs previous 13F -2,395 shares

    0.62% of the 13F portfolio, value $10,235,075.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 19,689 shares
    Change vs previous 13F -1,080 shares

    0.54% of the 13F portfolio, value $8,310,032.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 20,769 shares
    Change vs previous 13F +202 shares

    0.58% of the 13F portfolio, value $8,607,173.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 20,567 shares
    Change vs previous 13F -7,338 shares

    0.58% of the 13F portfolio, value $7,776,042.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 27,905 shares
    Change vs previous 13F +1,035 shares

    0.7% of the 13F portfolio, value $7,092,944.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 26,870 shares
    Change vs previous 13F +5,643 shares

    0.86% of the 13F portfolio, value $8,492,310.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 21,227 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $6,328,869.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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