Skip to content
Disclosery

Powell Investment Advisors, LLC: IOO position timeline

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

Powell Investment Advisors, LLC held 29,651 IOO 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 29,651 shares
    Change vs previous 13F +42 shares

    1.28% of the 13F portfolio, value $4,050,389.

    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 29,609 shares
    Change vs previous 13F +87 shares

    1.23% of the 13F portfolio, value $3,581,795.

    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 29,522 shares
    Change vs previous 13F +240 shares

    1.29% of the 13F portfolio, value $3,739,546.

    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 29,282 shares
    Change vs previous 13F -82 shares

    1.23% of the 13F portfolio, value $3,514,157.

    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 29,364 shares
    Change vs previous 13F +20,568 shares

    1.19% of the 13F portfolio, value $3,165,755.

    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 8,796 shares
    Change vs previous 13F -2,296 shares

    0.42% of the 13F portfolio, value $846,977.

    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 11,092 shares
    Change vs previous 13F +45 shares

    0.52% of the 13F portfolio, value $1,117,751.

    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 11,047 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,095,460.

    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).