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Disclosery

LPL Financial LLC: PWR position timeline

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

LPL Financial LLC held 313,603 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,603 shares
    Change vs previous 13F +28,180 shares

    0.05% of the 13F portfolio, value $225,806,510.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 285,423 shares
    Change vs previous 13F +9,550 shares

    0.04% of the 13F portfolio, value $156,703,045.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 275,873 shares
    Change vs previous 13F +11,066 shares

    0.03% of the 13F portfolio, value $116,434,857.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 264,807 shares
    Change vs previous 13F +20,155 shares

    0.03% of the 13F portfolio, value $109,741,307.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 244,652 shares
    Change vs previous 13F +6,056 shares

    0.03% of the 13F portfolio, value $92,498,020.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 238,596 shares
    Change vs previous 13F +38,449 shares

    0.02% of the 13F portfolio, value $60,646,245.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 200,147 shares
    Change vs previous 13F +39,764 shares

    0.03% of the 13F portfolio, value $63,256,319.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 160,383 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $47,818,074.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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