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Guided Capital Wealth Management, LLC: PWR position timeline

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

Guided Capital Wealth Management, LLC held 5,578 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,578 shares
    Change vs previous 13F -2,024 shares

    2.35% of the 13F portfolio, value $4,016,383.

    13F-HR 0001951757-26-001037 filed by Guided Capital Wealth Management, 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 7,602 shares
    Change vs previous 13F +143 shares

    2.75% of the 13F portfolio, value $4,173,650.

    13F-HR 0001951757-26-000763 filed by Guided Capital Wealth Management, 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 7,459 shares
    Change vs previous 13F +2,962 shares

    2.21% of the 13F portfolio, value $3,148,146.

    13F-HR 0001951757-26-000160 filed by Guided Capital Wealth Management, 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 4,497 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,863,647.

    13F-HR 0001849618-25-000005 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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