Pekin Hardy Strauss, Inc. BWEN BROADWIND INC

Ownership history in Pekin Hardy Strauss, Inc.  ·  2 quarters on record

AI Ownership Summary

Pekin Hardy Strauss, Inc. reported BROADWIND INC (BWEN) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows BWEN at 0.02% 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 Pekin Hardy Strauss, Inc.'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
2025 Q4

BWEN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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 Pekin Hardy Strauss, Inc. 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 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 75,000 +22,000 +41.5% 0.02% $212K 2026-01-30 $3.00
2025 Q3 INITIATED 53,000 0.01% $111K 2025-11-10 $2.11

FAQ About Pekin Hardy Strauss, Inc. and BWEN

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

How long has Pekin Hardy Strauss, Inc. reported owning BWEN?

Pekin Hardy Strauss, Inc. reported BWEN across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported BWEN position in Pekin Hardy Strauss, Inc.'s portfolio?

The largest reported portfolio weight for BWEN was 0.02% in 2025 Q4.

What is the latest reported BWEN position on this page?

The most recent filing on this page is 2025 Q4, when Pekin Hardy Strauss, Inc. reported 75,000 shares, equal to 0.02% of portfolio, with an estimated market value of $212K.

What does the chart on this BWEN ownership page compare?

The chart compares Pekin Hardy Strauss, Inc.'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.

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