Skip to content
Disclosery

Powell Investment Advisors, LLC: NZF position timeline

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

Powell Investment Advisors, LLC held 13,474 NZF 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 13,474 shares
    Change vs previous 13F +230 shares

    0.05% of the 13F portfolio, value $171,916.

    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 13,244 shares
    Change vs previous 13F +148 shares

    0.06% of the 13F portfolio, value $162,361.

    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 13,096 shares
    Change vs previous 13F +293 shares

    0.06% of the 13F portfolio, value $164,742.

    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 12,803 shares
    Change vs previous 13F +227 shares

    0.06% of the 13F portfolio, value $161,827.

    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 12,576 shares
    Change vs previous 13F +220 shares

    0.06% of the 13F portfolio, value $150,904.

    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 12,356 shares
    Change vs previous 13F +137 shares

    0.07% of the 13F portfolio, value $152,097.

    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 12,219 shares
    Change vs previous 13F +268 shares

    0.07% of the 13F portfolio, value $148,700.

    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 11,951 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $157,513.

    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).