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Disclosery

SPWM Advisors LLC: PWV position timeline

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

SPWM Advisors LLC held 204,744 PWV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,744 shares
    Change vs previous 13F +28,627 shares

    14.89% of the 13F portfolio, value $16,115,379.

    13F-HR 0001951757-26-001065 filed by SPWM Advisors 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 176,117 shares
    Change vs previous 13F +16,480 shares

    11.17% of the 13F portfolio, value $12,861,831.

    13F-HR 0001951757-26-000855 filed by SPWM Advisors 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 159,637 shares
    Change vs previous 13F not available

    10.18% of the 13F portfolio, value $10,619,038.

    13F-HR 0001951757-26-000466 filed by SPWM Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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