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Disclosery

HCR Wealth Advisors: PWR position timeline

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

HCR Wealth Advisors held 7,872 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,872 shares
    Change vs previous 13F +101 shares

    0.51% of the 13F portfolio, value $5,668,275.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 7,771 shares
    Change vs previous 13F -307 shares

    0.44% of the 13F portfolio, value $4,266,514.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 8,078 shares
    Change vs previous 13F -39 shares

    0.34% of the 13F portfolio, value $3,409,453.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 8,117 shares
    Change vs previous 13F +566 shares

    0.35% of the 13F portfolio, value $3,416,166.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 7,551 shares
    Change vs previous 13F +760 shares

    0.34% of the 13F portfolio, value $2,854,915.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 6,791 shares
    Change vs previous 13F +683 shares

    0.22% of the 13F portfolio, value $1,726,151.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 6,108 shares
    Change vs previous 13F +425 shares

    0.24% of the 13F portfolio, value $1,930,445.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 5,683 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,694,391.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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