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Powell Investment Advisors, LLC: GS position timeline

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

Powell Investment Advisors, LLC held 6,594 GS 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 6,594 shares
    Change vs previous 13F +20 shares

    2.11% of the 13F portfolio, value $6,669,389.

    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 6,574 shares
    Change vs previous 13F +25 shares

    1.92% of the 13F portfolio, value $5,561,874.

    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 6,549 shares
    Change vs previous 13F +20 shares

    1.98% of the 13F portfolio, value $5,756,793.

    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 6,529 shares
    Change vs previous 13F +22 shares

    1.82% of the 13F portfolio, value $5,199,285.

    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 6,507 shares
    Change vs previous 13F +1,971 shares

    1.73% of the 13F portfolio, value $4,605,009.

    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 4,536 shares
    Change vs previous 13F +24 shares

    1.22% of the 13F portfolio, value $2,477,997.

    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 4,512 shares
    Change vs previous 13F +24 shares

    1.2% of the 13F portfolio, value $2,583,515.

    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 4,488 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,222,246.

    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).