Empowered Funds, LLC BWEN — BROADWIND INC

Ownership history in Empowered Funds, LLC  ·  10 quarters on record

AI Ownership Summary

Empowered Funds, LLC reported BROADWIND INC (BWEN) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows BWEN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BWEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empowered Funds, LLC's position in BROADWIND INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BWEN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BWEN stock page Empowered Funds, LLC fund profile Empowered Funds, LLC full holdings
How Empowered Funds, LLC held BWEN — position size vs. price
% of Fund (quarterly)    BWEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 127,727 +9,561 +8.1% 0.00% $266K 2026-05-15 $4.52
2025 Q4 ADDED — — — 118,166 +10,658 +9.9% 0.00% $334K 2026-02-11 $2.44
2025 Q3 ADDED — — — 107,508 +10,287 +10.6% 0.00% $226K 2025-11-13 $2.60
2025 Q2 ADDED — — — 97,221 +4,903 +5.3% 0.00% $176K 2025-08-11 $2.49
2025 Q1 ADDED — — — 92,318 +6,931 +8.1% 0.00% $134K 2025-05-16 $1.88
2024 Q4 ADDED — — — 85,387 +4,176 +5.1% 0.00% $161K 2025-01-28 $1.72
2024 Q3 ADDED — — — 81,211 +28,021 +52.7% 0.00% $184K 2024-11-06 $1.83
2024 Q2 ADDED — — — 53,190 +3,780 +7.7% 0.00% $174K 2024-07-30 $3.18
2024 Q1 ADDED — — — 49,410 +3,675 +8.0% 0.00% $118K 2024-05-06 $2.20
2023 Q4 INITIATED — — — 45,735 — — 0.00% $127K 2024-02-14 $2.56

🏢 Other funds also holding BWEN

As of 2026 Q1 — sorted by position size

GRACE & WHITE INC /NY 3Y 7Y 0.73% Aristides Capital LLC 3Y 0.07% Quinn Opportunity Partners LLC 3Y 7Y 0.05% Macco Financial Group, Inc. 0.03% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.03% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.01% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.01% Legato Capital Management LLC 3Y 7Y 0.0% XTX Topco Ltd 3Y 0.0%

FAQ About Empowered Funds, LLC and BWEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Empowered Funds, LLC reported owning BWEN?

Empowered Funds, LLC reported BWEN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BWEN position in Empowered Funds, LLC's portfolio?

The largest reported portfolio weight for BWEN was 0.00% in 2023 Q4.

What is the latest reported BWEN position on this page?

The most recent filing on this page is 2026 Q1, when Empowered Funds, LLC reported 127,727 shares, equal to 0.00% of portfolio, with an estimated market value of $266K.

What does the chart on this BWEN ownership page compare?

The chart compares Empowered Funds, LLC's quarterly BWEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Empowered Funds, LLC time their BWEN position?

Based on 13F filing dates vs. subsequent BWEN price moves, Empowered Funds, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on BWEN relative to SPY over the holding period was +6.8%.

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