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Quantum Private Wealth, LLC: POWL position timeline

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

Quantum Private Wealth, LLC held 37,182 POWL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,182 shares
    Change vs previous 13F +23,768 shares

    2.73% of the 13F portfolio, value $10,647,509.

    13F-HR 0001104659-26-088264 filed by Quantum Private 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 13,414 shares
    Change vs previous 13F -10 shares

    2.24% of the 13F portfolio, value $7,258,092.

    13F-HR 0001104659-26-049289 filed by Quantum Private 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 13,424 shares
    Change vs previous 13F +1,025 shares

    1.25% of the 13F portfolio, value $4,279,329.

    13F-HR 0001104659-26-011333 filed by Quantum Private 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 12,399 shares
    Change vs previous 13F +1,830 shares

    1.1% of the 13F portfolio, value $3,779,364.

    13F-HR 0001104659-25-109035 filed by Quantum Private 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 10,569 shares
    Change vs previous 13F +1,548 shares

    0.72% of the 13F portfolio, value $2,224,274.

    13F-HR 0001104659-25-076731 filed by Quantum Private 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 9,021 shares
    Change vs previous 13F +4,522 shares

    0.58% of the 13F portfolio, value $1,536,598.

    13F-HR 0001172661-25-001753 filed by Quantum Private 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 4,499 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $997,191.

    13F-HR 0001172661-25-000433 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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