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Disclosery

Quantum Private Wealth, LLC: PWR position timeline

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

Quantum Private Wealth, LLC held 2,796 PWR 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 2,796 shares
    Change vs previous 13F -1,020 shares

    0.52% of the 13F portfolio, value $2,013,379.

    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 3,816 shares
    Change vs previous 13F +36 shares

    0.65% of the 13F portfolio, value $2,095,321.

    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 3,780 shares
    Change vs previous 13F -100 shares

    0.47% of the 13F portfolio, value $1,595,587.

    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 3,880 shares
    Change vs previous 13F +30 shares

    0.47% of the 13F portfolio, value $1,608,146.

    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 3,850 shares
    Change vs previous 13F +132 shares

    0.47% of the 13F portfolio, value $1,455,787.

    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 3,718 shares
    Change vs previous 13F +50 shares

    0.36% of the 13F portfolio, value $945,162.

    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 3,668 shares
    Change vs previous 13F -25 shares

    0.37% of the 13F portfolio, value $1,159,422.

    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).

  8. period ended2024-09-30
    13F 3,693 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,101,210.

    13F-HR 0001172661-24-004427 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).