Finivi Inc.: PWR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Finivi Inc. on PWR, newest first. How the timeline and the estimate are built.
Finivi Inc. held 650 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 650 sharesChange vs previous 13F -16 shares
0.24% of the 13F portfolio, value $468,026.
13F-HR 0002085853-26-000668 filed by Finivi Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 666 sharesChange vs previous 13F -64 shares
0.2% of the 13F portfolio, value $365,647.
13F-HR 0002085853-26-000338 filed by Finivi Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 730 sharesChange vs previous 13F -42 shares
0.18% of the 13F portfolio, value $308,196.
13F-HR 0002085853-26-000104 filed by Finivi Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 772 sharesChange vs previous 13F -11 shares
0.2% of the 13F portfolio, value $320,012.
13F-HR 0002085853-25-000310 filed by Finivi Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 783 sharesChange vs previous 13F -126 shares
0.2% of the 13F portfolio, value $296,095.
13F-HR 0002085853-25-000309 filed by Finivi Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 909 sharesChange vs previous 13F +71 shares
0.19% of the 13F portfolio, value $231,075.
13F-HR 0002085853-25-000308 filed by Finivi Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 838 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $264,859.
13F-HR 0002085853-25-000307 filed by Finivi Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).