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Kestra Advisory Services, LLC: PWR position timeline

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

Kestra Advisory Services, LLC held 32,634 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 32,634 shares
    Change vs previous 13F -6,360 shares

    0.06% of the 13F portfolio, value $23,498,415.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,747 shares
    • Kestra Advisory Services, LLC: 24,887 shares

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

  2. period ended2026-03-31
    13F 38,994 shares
    Change vs previous 13F -1,699 shares

    0.06% of the 13F portfolio, value $21,408,694.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,025 shares
    • Kestra Advisory Services, LLC: 24,969 shares

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

  3. period ended2025-12-31
    13F 40,693 shares
    Change vs previous 13F +10,445 shares

    0.05% of the 13F portfolio, value $17,175,241.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,409 shares
    • Kestra Advisory Services, LLC: 26,284 shares

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

  4. period ended2025-09-30
    13F 30,248 shares
    Change vs previous 13F +5,908 shares

    0.04% of the 13F portfolio, value $12,535,393.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,907 shares
    • Kestra Advisory Services, LLC: 17,341 shares

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

  5. period ended2025-06-30
    13F 24,340 shares
    Change vs previous 13F +1,598 shares

    0.03% of the 13F portfolio, value $9,202,409.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,412 shares
    • Kestra Advisory Services, LLC: 15,928 shares

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

  6. period ended2025-03-31
    13F/A 22,742 shares
    Change vs previous 13F +2,971 shares

    0.02% of the 13F portfolio, value $5,780,561.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,756 shares
    • Kestra Advisory Services, LLC: 14,986 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 19,771 shares
    Change vs previous 13F +3,380 shares

    0.02% of the 13F portfolio, value $6,248,625.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,752 shares
    • Kestra Advisory Services, LLC: 14,989 shares
    • Kestra Investment Management, LLC: 30 shares

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

  8. period ended2024-09-30
    13F 16,391 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,886,847.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,568 shares
    • Kestra Advisory Services, LLC: 13,823 shares

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