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TruWealth Advisors, LLC: PWR position timeline

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

TruWealth Advisors, LLC held 63,513 PWR shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 63,513 shares
    Change vs previous 13F -276 shares

    1.68% of the 13F portfolio, value $34,869,903.

    13F-HR 0002085853-26-000301 filed by TruWealth 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 ended2025-12-31
    13F 63,789 shares
    Change vs previous 13F +549 shares

    1.32% of the 13F portfolio, value $26,922,852.

    13F-HR 0002085853-26-000014 filed by TruWealth 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 ended2025-09-30
    13F 63,240 shares
    Change vs previous 13F +12,441 shares

    1.32% of the 13F portfolio, value $26,207,834.

    13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 50,799 shares
    Change vs previous 13F +1,314 shares

    1.06% of the 13F portfolio, value $19,205,905.

    13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 49,485 shares
    Change vs previous 13F +3,932 shares

    0.76% of the 13F portfolio, value $12,578,074.

    13F-HR 0001667731-25-000395 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 45,553 shares
    Change vs previous 13F +583 shares

    0.87% of the 13F portfolio, value $14,396,898.

    13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 44,970 shares
    Change vs previous 13F +3,245 shares

    0.82% of the 13F portfolio, value $13,407,897.

    13F-HR 0001834985-24-000005 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 41,725 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $10,601,905.

    13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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