Skip to content
Disclosery

Herold Advisors, Inc.: PWR position timeline

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

Herold Advisors, Inc. held 425 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 425 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $306,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 525 shares
    Change vs previous 13F -175 shares

    0.06% of the 13F portfolio, value $288,236.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 700 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $295,443.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 700 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $290,094.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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