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Waterloo Capital, L.P.: PWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on PWR, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 6,191 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,191 shares
    Change vs previous 13F -710 shares

    0.25% of the 13F portfolio, value $4,458,044.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 6,901 shares
    Change vs previous 13F -349 shares

    0.27% of the 13F portfolio, value $3,788,967.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 7,250 shares
    Change vs previous 13F -79 shares

    0.22% of the 13F portfolio, value $3,059,931.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 7,329 shares
    Change vs previous 13F +579 shares

    0.23% of the 13F portfolio, value $3,037,124.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 6,750 shares
    Change vs previous 13F +351 shares

    0.21% of the 13F portfolio, value $2,552,058.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 6,399 shares
    Change vs previous 13F +688 shares

    0.15% of the 13F portfolio, value $1,626,453.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 5,711 shares
    Change vs previous 13F +278 shares

    0.19% of the 13F portfolio, value $1,805,051.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 5,433 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,619,890.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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