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Disclosery

Flywheel Private Wealth LLC: PWR position timeline

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

Flywheel Private Wealth LLC held 31,000 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,000 shares
    Change vs previous 13F -3,914 shares

    11% of the 13F portfolio, value $22,321,240.

    13F-HR 0001725547-26-000242 filed by Flywheel Private Wealth 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 34,914 shares
    Change vs previous 13F -6,000 shares

    10.92% of the 13F portfolio, value $19,168,484.

    13F-HR 0001725547-26-000136 filed by Flywheel Private Wealth 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 40,914 shares
    Change vs previous 13F +40,914 shares

    10.78% of the 13F portfolio, value $17,268,163.

    13F-HR 0001725547-26-000020 filed by Flywheel Private Wealth 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 0 shares
    Change vs previous 13F -24,995 shares

    13F-HR 0001725547-25-004114 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 24,995 shares
    Change vs previous 13F +20,323 shares

    7.58% of the 13F portfolio, value $9,450,110.

    13F-HR 0001725547-25-003450 filed by Flywheel Private Wealth 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 4,672 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,187,529.

    13F-HR 0001725547-25-001412 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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