Powell Investment Advisors, LLC: CQP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Powell Investment Advisors, LLC on CQP, newest first. How the timeline and the estimate are built.
Powell Investment Advisors, LLC held 18,272 CQP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 18,272 sharesChange vs previous 13F +222 shares
0.35% of the 13F portfolio, value $1,113,698.
13F-HR 0001398344-26-012921 filed by Powell Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,050 sharesChange vs previous 13F +250 shares
0.4% of the 13F portfolio, value $1,166,598.
13F-HR 0001398344-26-007031 filed by Powell Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,800 sharesChange vs previous 13F +271 shares
0.33% of the 13F portfolio, value $951,963.
13F-HR 0001398344-26-002474 filed by Powell Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,529 sharesChange vs previous 13F +259 shares
0.33% of the 13F portfolio, value $943,402.
13F-HR 0001398344-25-020813 filed by Powell Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,270 sharesChange vs previous 13F +230 shares
0.36% of the 13F portfolio, value $967,961.
13F-HR 0001398344-25-013472 filed by Powell Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,040 sharesChange vs previous 13F +220 shares
0.55% of the 13F portfolio, value $1,125,289.
13F-HR 0001398344-25-009038 filed by Powell Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,820 sharesChange vs previous 13F +258 shares
0.41% of the 13F portfolio, value $893,470.
13F-HR 0001398344-25-001323 filed by Powell Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,562 sharesChange vs previous 13F not available
0.38% of the 13F portfolio, value $806,924.
13F-HR 0001398344-24-019766 filed by Powell Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).