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Powell Investment Advisors, LLC: F position timeline

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

Powell Investment Advisors, LLC held 32,207 F 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 32,207 shares
    Change vs previous 13F -1,198 shares

    0.14% of the 13F portfolio, value $447,679.

    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 33,405 shares
    Change vs previous 13F +54 shares

    0.13% of the 13F portfolio, value $385,493.

    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 33,351 shares
    Change vs previous 13F +53 shares

    0.15% of the 13F portfolio, value $437,571.

    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 33,298 shares
    Change vs previous 13F +60 shares

    0.14% of the 13F portfolio, value $398,245.

    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 33,238 shares
    Change vs previous 13F +69 shares

    0.14% of the 13F portfolio, value $360,633.

    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 33,169 shares
    Change vs previous 13F +429 shares

    0.16% of the 13F portfolio, value $332,683.

    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 32,740 shares
    Change vs previous 13F -2,847 shares

    0.15% of the 13F portfolio, value $324,123.

    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 35,587 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $375,799.

    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).