Skip to content
Disclosery

Powell Investment Advisors, LLC: IWS position timeline

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

Powell Investment Advisors, LLC held 53,243 IWS 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 53,243 shares
    Change vs previous 13F +483 shares

    2.77% of the 13F portfolio, value $8,763,739.

    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 52,760 shares
    Change vs previous 13F +68 shares

    2.65% of the 13F portfolio, value $7,689,188.

    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 52,692 shares
    Change vs previous 13F -58 shares

    2.56% of the 13F portfolio, value $7,432,234.

    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 52,750 shares
    Change vs previous 13F -585 shares

    2.58% of the 13F portfolio, value $7,367,611.

    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 53,335 shares
    Change vs previous 13F +1,985 shares

    2.64% of the 13F portfolio, value $7,047,711.

    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 51,350 shares
    Change vs previous 13F +1,823 shares

    3.18% of the 13F portfolio, value $6,468,550.

    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 49,527 shares
    Change vs previous 13F +533 shares

    2.97% of the 13F portfolio, value $6,405,842.

    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 48,994 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $6,479,489.

    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).