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
- period ended2026-09-3013F 12,946 sharesChange 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 - period ended2026-06-3013F 13,767 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,309 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,781 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,402 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,918 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,811 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,811 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).