Powell Investment Advisors, LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Powell Investment Advisors, LLC on IJH, newest first. How the timeline and the estimate are built.
Powell Investment Advisors, LLC held 12,044 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 12,044 sharesChange vs previous 13F +88 shares
0.29% of the 13F portfolio, value $928,681.
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 11,956 sharesChange vs previous 13F +24 shares
0.28% of the 13F portfolio, value $807,398.
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 11,932 sharesChange vs previous 13F +50 shares
0.27% of the 13F portfolio, value $787,524.
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 11,882 sharesChange vs previous 13F -7 shares
0.27% of the 13F portfolio, value $775,422.
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 11,889 sharesChange vs previous 13F +1,917 shares
0.28% of the 13F portfolio, value $737,385.
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 9,972 sharesChange vs previous 13F +1,953 shares
0.29% of the 13F portfolio, value $581,857.
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 8,019 sharesChange vs previous 13F +29 shares
0.23% of the 13F portfolio, value $499,671.
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 7,990 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $497,955.
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).