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Petros Family Wealth, LLC: PWR position timeline

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

Petros Family Wealth, LLC held 587 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 587 shares
    Change vs previous 13F -75 shares

    0.26% of the 13F portfolio, value $422,663.

    13F-HR 0002004963-26-000003 filed by Petros Family Wealth, 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 662 shares
    Change vs previous 13F -397 shares

    0.26% of the 13F portfolio, value $363,451.

    13F-HR 0002004963-26-000002 filed by Petros Family Wealth, 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 1,059 shares
    Change vs previous 13F -42 shares

    0.3% of the 13F portfolio, value $446,962.

    13F-HR 0002004963-26-000001 filed by Petros Family Wealth, 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 1,101 shares
    Change vs previous 13F +24 shares

    0.38% of the 13F portfolio, value $456,276.

    13F-HR 0002004963-25-000006 filed by Petros Family Wealth, 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 1,077 shares
    Change vs previous 13F -62 shares

    0.37% of the 13F portfolio, value $407,192.

    13F-HR 0002004963-25-000005 filed by Petros Family Wealth, 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 1,139 shares
    Change vs previous 13F +222 shares

    0.32% of the 13F portfolio, value $289,511.

    13F-HR 0002004963-25-000002 filed by Petros Family Wealth, 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 917 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $289,818.

    13F-HR 0002004963-25-000001 filed by Petros Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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