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Disclosery

Advisor OS, LLC: PWR position timeline

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

Advisor OS, LLC held 2,653 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,653 shares
    Change vs previous 13F -432 shares

    0.13% of the 13F portfolio, value $1,910,276.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 3,085 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $1,693,729.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 3,080 shares
    Change vs previous 13F +37 shares

    0.1% of the 13F portfolio, value $1,299,945.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 3,043 shares
    Change vs previous 13F +364 shares

    0.11% of the 13F portfolio, value $1,261,082.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 2,679 shares
    Change vs previous 13F -22 shares

    0.1% of the 13F portfolio, value $1,012,878.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 2,701 shares
    Change vs previous 13F +175 shares

    0.08% of the 13F portfolio, value $686,541.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 2,526 shares
    Change vs previous 13F -15 shares

    0.09% of the 13F portfolio, value $798,343.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 2,541 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $757,600.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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