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Disclosery

TFC Financial Management, Inc.: PWRD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFC Financial Management, Inc. on PWRD, newest first. How the timeline and the estimate are built.

TFC Financial Management, Inc. held 13,540 PWRD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,540 shares
    Change vs previous 13F -1,605 shares

    0.18% of the 13F portfolio, value $1,664,879.

    13F-HR 0001398344-26-012512 filed by TFC Financial Management, Inc.
    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 15,145 shares
    Change vs previous 13F -2,146 shares

    0.18% of the 13F portfolio, value $1,480,667.

    13F-HR 0001398344-26-006946 filed by TFC Financial Management, Inc.
    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 17,291 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,662,627.

    13F-HR 0001398344-26-001127 filed by TFC Financial Management, Inc.
    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 17,291 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,689,174.

    13F-HR 0001398344-25-019713 filed by TFC Financial Management, Inc.
    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 17,291 shares
    Change vs previous 13F -305 shares

    0.21% of the 13F portfolio, value $1,559,130.

    13F-HR 0001398344-25-013951 filed by TFC Financial Management, Inc.
    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 17,596 shares
    Change vs previous 13F -1,580 shares

    0.19% of the 13F portfolio, value $1,227,248.

    13F-HR 0001398344-25-007601 filed by TFC Financial Management, Inc.
    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 19,176 shares
    Change vs previous 13F -81 shares

    0.22% of the 13F portfolio, value $1,391,595.

    13F-HR 0001398344-25-001389 filed by TFC Financial Management, Inc.
    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 19,257 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,423,628.

    13F-HR 0001398344-24-019371 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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