Position in PWR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$326,898
+$78,741 QoQ
Shares Held
454
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,463
of 1,914 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWR Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026GoalVest Advisory LLC holds $373,374 across 3 Engineering & Construction names. PWR ranks #1 (87.6% of the industry book) .
All Filings in PWR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,898 | 454 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $248,157 | 452 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $190,771 | 452 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $171,984 | 415 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $156,903 | 415 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,354 | 25 | Shares | Sole | 2025-04-07 | |
| 2024-03-31 | $19,485 | 75 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $20,501 | 95 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $2,806 | 15 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||