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Powell Investment Advisors, LLC: IVW position timeline

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

Powell Investment Advisors, LLC held 279,385 IVW 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 279,385 shares
    Change vs previous 13F -10,705 shares

    12.13% of the 13F portfolio, value $38,423,851.

    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 290,090 shares
    Change vs previous 13F +150 shares

    11.31% of the 13F portfolio, value $32,812,049.

    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 289,940 shares
    Change vs previous 13F -430 shares

    12.3% of the 13F portfolio, value $35,737,993.

    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 290,370 shares
    Change vs previous 13F -2,373 shares

    12.25% of the 13F portfolio, value $35,053,458.

    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 292,743 shares
    Change vs previous 13F +21,415 shares

    12.09% of the 13F portfolio, value $32,230,952.

    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 271,328 shares
    Change vs previous 13F +10,336 shares

    12.37% of the 13F portfolio, value $25,187,338.

    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 260,992 shares
    Change vs previous 13F +1,234 shares

    12.27% of the 13F portfolio, value $26,498,558.

    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 259,758 shares
    Change vs previous 13F not available

    11.61% of the 13F portfolio, value $24,871,817.

    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).