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Powell Investment Advisors, LLC: OPP position timeline

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

Powell Investment Advisors, LLC held 27,636 OPP 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 27,636 shares
    Change vs previous 13F +289 shares

    0.07% of the 13F portfolio, value $213,348.

    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 27,347 shares
    Change vs previous 13F +277 shares

    0.07% of the 13F portfolio, value $209,752.

    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 27,070 shares
    Change vs previous 13F +2,624 shares

    0.07% of the 13F portfolio, value $215,205.

    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 24,446 shares
    Change vs previous 13F +2,557 shares

    0.07% of the 13F portfolio, value $208,523.

    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 21,889 shares
    Change vs previous 13F +1,308 shares

    0.07% of the 13F portfolio, value $187,147.

    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 20,581 shares
    Change vs previous 13F +3,129 shares

    0.09% of the 13F portfolio, value $176,588.

    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 17,452 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $145,548.

    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).