Skip to content
Disclosery

Powell Investment Advisors, LLC: DVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Powell Investment Advisors, LLC on DVY, newest first. How the timeline and the estimate are built.

Powell Investment Advisors, LLC held 99,237 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,237 shares
    Change vs previous 13F +717 shares

    4.9% of the 13F portfolio, value $15,510,752.

    13F-HR 0001398344-26-012921 filed by Powell Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 98,520 shares
    Change vs previous 13F +659 shares

    5.14% of the 13F portfolio, value $14,916,861.

    13F-HR 0001398344-26-007031 filed by Powell Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 97,861 shares
    Change vs previous 13F +2,291 shares

    4.76% of the 13F portfolio, value $13,812,086.

    13F-HR 0001398344-26-002474 filed by Powell Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 95,570 shares
    Change vs previous 13F +537 shares

    4.75% of the 13F portfolio, value $13,580,537.

    13F-HR 0001398344-25-020813 filed by Powell Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 95,033 shares
    Change vs previous 13F +1,194 shares

    4.73% of the 13F portfolio, value $12,621,369.

    13F-HR 0001398344-25-013472 filed by Powell Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 93,839 shares
    Change vs previous 13F +924 shares

    6.19% of the 13F portfolio, value $12,601,683.

    13F-HR 0001398344-25-009038 filed by Powell Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 92,915 shares
    Change vs previous 13F +363 shares

    5.65% of the 13F portfolio, value $12,198,845.

    13F-HR 0001398344-25-001323 filed by Powell Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 92,552 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $12,500,988.

    13F-HR 0001398344-24-019766 filed by Powell Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).