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Disclosery

Wharton Business Group, LLC: PWR position timeline

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

Wharton Business Group, LLC held 33,545 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,545 shares
    Change vs previous 13F -5,240 shares

    0.81% of the 13F portfolio, value $24,153,742.

    13F-HR 0001513126-26-000003 filed by Wharton Business Group, 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 38,785 shares
    Change vs previous 13F -105 shares

    0.8% of the 13F portfolio, value $21,293,741.

    13F-HR 0001513126-26-000002 filed by Wharton Business Group, 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 38,890 shares
    Change vs previous 13F -595 shares

    0.62% of the 13F portfolio, value $16,413,913.

    13F-HR 0001513126-26-000001 filed by Wharton Business Group, 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 39,485 shares
    Change vs previous 13F -570 shares

    0.71% of the 13F portfolio, value $16,363,374.

    13F-HR 0001513126-25-000006 filed by Wharton Business Group, 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 40,055 shares
    Change vs previous 13F -14,250 shares

    0.64% of the 13F portfolio, value $15,144,000.

    13F-HR 0001513126-25-000005 filed by Wharton Business Group, 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 54,305 shares
    Change vs previous 13F -350 shares

    0.62% of the 13F portfolio, value $13,803,000.

    13F-HR 0001513126-25-000003 filed by Wharton Business Group, 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 54,655 shares
    Change vs previous 13F -865 shares

    0.78% of the 13F portfolio, value $17,274,000.

    13F-HR 0001513126-25-000001 filed by Wharton Business Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 55,520 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $16,553,000.

    13F-HR 0001513126-24-000004 filed by Wharton Business Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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