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Disclosery

HB Wealth Management, LLC: PWR position timeline

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

HB Wealth Management, LLC held 22,474 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,474 shares
    Change vs previous 13F +79 shares

    0.09% of the 13F portfolio, value $16,182,790.

    13F-HR 0001172661-26-002920 filed by HB 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 22,395 shares
    Change vs previous 13F +522 shares

    0.08% of the 13F portfolio, value $12,295,796.

    13F-HR 0001172661-26-001543 filed by HB 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 21,873 shares
    Change vs previous 13F -4,112 shares

    0.06% of the 13F portfolio, value $9,231,795.

    13F-HR 0001172661-26-000353 filed by HB 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 25,985 shares
    Change vs previous 13F -3,766 shares

    0.07% of the 13F portfolio, value $10,768,757.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 29,751 shares
    Change vs previous 13F +687 shares

    0.09% of the 13F portfolio, value $11,248,594.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 29,064 shares
    Change vs previous 13F +25,741 shares

    0.06% of the 13F portfolio, value $7,387,525.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 3,323 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $1,050,272.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 3,292 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $981,510.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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