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Prism Advisors, Inc.: PWB position timeline

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

Prism Advisors, Inc. held 12,946 PWB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,946 shares
    Change vs previous 13F -821 shares

    0.53% of the 13F portfolio, value $2,114,082.

    13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,767 shares
    Change vs previous 13F -542 shares

    0.56% of the 13F portfolio, value $2,319,189.

    13F-HR 0001717027-26-000006 filed by Prism 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 ended2026-03-31
    13F 14,309 shares
    Change vs previous 13F -472 shares

    0.48% of the 13F portfolio, value $1,801,932.

    13F-HR 0001717027-26-000004 filed by Prism 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 ended2025-12-31
    13F 14,781 shares
    Change vs previous 13F -9,621 shares

    0.5% of the 13F portfolio, value $1,878,813.

    13F-HR 0001717027-26-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 24,402 shares
    Change vs previous 13F -2,516 shares

    0.83% of the 13F portfolio, value $3,060,499.

    13F-HR 0001717027-25-000008 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,918 shares
    Change vs previous 13F +6,107 shares

    0.9% of the 13F portfolio, value $3,161,250.

    13F-HR 0001717027-25-000005 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,811 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,998,688.

    13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,811 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,117,267.

    13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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