MorganRosel Wealth Management, LLC: PWR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MorganRosel Wealth Management, LLC on PWR, newest first. How the timeline and the estimate are built.
MorganRosel Wealth Management, LLC held 1,687 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,687 sharesChange vs previous 13F -173 shares
0.41% of the 13F portfolio, value $1,214,707.
13F-HR 0001986152-26-000156 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,860 sharesChange vs previous 13F -1,618 shares
0.4% of the 13F portfolio, value $1,021,177.
13F-HR 0001986152-26-000063 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,478 sharesChange vs previous 13F -157 shares
0.37% of the 13F portfolio, value $1,467,925.
13F-HR 0001986152-26-000032 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,635 sharesChange vs previous 13F +37 shares
0.39% of the 13F portfolio, value $1,506,417.
13F-HR 0001753218-25-000002 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,598 sharesChange vs previous 13F -1,233 shares
0.37% of the 13F portfolio, value $1,360,332.
13F-HR 0001986152-25-000055 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,831 sharesChange vs previous 13F +162 shares
0.37% of the 13F portfolio, value $1,227,944.
13F-HR 0001986152-25-000035 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,669 sharesChange vs previous 13F +373 shares
0.48% of the 13F portfolio, value $1,475,637.
13F-HR 0001986152-25-000019 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,296 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $1,280,852.
13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).