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Disclosery

Realta Investment Advisors: PWR position timeline

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

Realta Investment Advisors held 2,231 PWR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,231 shares
    Change vs previous 13F +83 shares

    0.42% of the 13F portfolio, value $1,433,440.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,148 shares
    Change vs previous 13F -192 shares

    0.48% of the 13F portfolio, value $1,546,646.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    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 2,340 shares
    Change vs previous 13F -174 shares

    0.45% of the 13F portfolio, value $1,284,707.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    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 2,514 shares
    Change vs previous 13F +264 shares

    0.35% of the 13F portfolio, value $1,061,059.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    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 2,250 shares
    Change vs previous 13F +313 shares

    0.31% of the 13F portfolio, value $932,445.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    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 1,937 shares
    Change vs previous 13F -150 shares

    0.29% of the 13F portfolio, value $732,341.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    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 2,087 shares
    Change vs previous 13F +512 shares

    0.24% of the 13F portfolio, value $530,474.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    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 1,575 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $514,269.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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