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Vivid Wealth Management, LLC: PWR position timeline

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

Vivid Wealth Management, LLC held 4,471 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,471 shares
    Change vs previous 13F -853 shares

    1.13% of the 13F portfolio, value $3,219,349.

    13F-HR 0002085853-26-000887 filed by Vivid Wealth Management, 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 5,324 shares
    Change vs previous 13F -1,159 shares

    1.18% of the 13F portfolio, value $2,923,015.

    13F-HR 0002085853-26-000504 filed by Vivid Wealth Management, 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 6,483 shares
    Change vs previous 13F -648 shares

    1.06% of the 13F portfolio, value $2,736,234.

    13F-HR 0002085853-26-000153 filed by Vivid Wealth Management, 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 7,131 shares
    Change vs previous 13F -533 shares

    1.17% of the 13F portfolio, value $2,955,241.

    13F-HR 0002085853-25-000175 filed by Vivid Wealth Management, 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 7,664 shares
    Change vs previous 13F -317 shares

    1.27% of the 13F portfolio, value $2,897,608.

    13F-HR 0001667731-25-000941 filed by Vivid Wealth Management, 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 7,981 shares
    Change vs previous 13F +1,050 shares

    1.02% of the 13F portfolio, value $2,028,611.

    13F-HR 0001667731-25-000451 filed by Vivid Wealth Management, 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 6,931 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,190,543.

    13F-HR 0001667731-25-000190 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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