FORBES J M & CO LLP PWCDF POWER CORP CDA COM COM

Ownership history in FORBES J M & CO LLP  ·  16 quarters on record

AI Ownership Summary

FORBES J M & CO LLP reported POWER CORP CDA COM COM (PWCDF) in 16 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows PWCDF at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PWCDF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORBES J M & CO LLP's position in POWER CORP CDA COM COM, 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 Q2

PWCDF was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

How FORBES J M & CO LLP held PWCDF — position size vs. price
% of Fund (quarterly)    PWCDF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 6,409 0% 0.03% $398K 2026-07-20 $64.96
2026 Q1 UNCHANGED 6,409 0% 0.03% $308K 2026-04-16 $52.26
2025 Q4 UNCHANGED 6,409 0% 0.03% $341K 2026-01-21 $50.66
2025 Q3 ADDED 6,409 +9 +0.1% 0.02% $277K 2025-10-28 $45.37
2025 Q2 UNCHANGED 6,400 0% 0.02% $250K 2025-07-18 $38.74
2025 Q1 UNCHANGED 6,400 0% 0.02% $227K 2025-05-06 $36.39
2024 Q3 UNCHANGED 6,400 0% 0.02% $201K 2024-10-24 $30.31
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PWCDF

As of 2026 Q2 — sorted by position size

Coastwise Capital Group, LLC 3Y 0.12% GAMMA Investing LLC 0.0%

FAQ About FORBES J M & CO LLP and PWCDF

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

How long has FORBES J M & CO LLP reported owning PWCDF?

FORBES J M & CO LLP reported PWCDF across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported PWCDF position in FORBES J M & CO LLP's portfolio?

The largest reported portfolio weight for PWCDF was 0.03% in 2026 Q2.

What is the latest reported PWCDF position on this page?

The most recent filing on this page is 2026 Q2, when FORBES J M & CO LLP reported 6,409 shares, equal to 0.03% of portfolio, with an estimated market value of $398K.

What does the chart on this PWCDF ownership page compare?

The chart compares FORBES J M & CO LLP's quarterly PWCDF 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.

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