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Independent Advisor Alliance: PWR position timeline

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

Independent Advisor Alliance held 15,683 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,683 shares
    Change vs previous 13F +698 shares

    0.26% of the 13F portfolio, value $11,292,417.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 14,985 shares
    Change vs previous 13F -3,318 shares

    0.09% of the 13F portfolio, value $8,227,029.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 18,303 shares
    Change vs previous 13F +4,928 shares

    0.19% of the 13F portfolio, value $7,724,861.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 13,375 shares
    Change vs previous 13F +680 shares

    0.14% of the 13F portfolio, value $5,542,737.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 12,695 shares
    Change vs previous 13F +1,737 shares

    0.14% of the 13F portfolio, value $4,799,593.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 10,958 shares
    Change vs previous 13F -115 shares

    0.09% of the 13F portfolio, value $2,785,375.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 11,073 shares
    Change vs previous 13F +864 shares

    0.05% of the 13F portfolio, value $3,499,554.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 10,209 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,043,917.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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