Waterway Wealth Management, LLC: PWR position timeline

Waterway Wealth Management, LLC held 2,086 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,086 shares

   Change vs previous 13F -806 shares

   0.31% of the 13F portfolio, value $1,502,230.

   13F-HR 0001104659-26-082945 filed by Waterway Wealth Management, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,892 shares

   Change vs previous 13F +109 shares

   0.35% of the 13F portfolio, value $1,587,744.

   13F-HR 0001104659-26-045912 filed by Waterway Wealth Management, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,783 shares

   Change vs previous 13F +118 shares

   0.27% of the 13F portfolio, value $1,174,790.

   13F-HR 0001104659-26-015612 filed by Waterway Wealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,665 shares

   Change vs previous 13F +254 shares

   0.26% of the 13F portfolio, value $1,104,433.

   13F-HR 0001104659-25-107482 filed by Waterway Wealth Management, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,411 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $911,551.

   13F-HR 0001104659-25-078222 filed by Waterway Wealth Management, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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