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Powell Investment Advisors, LLC: PFF position timeline

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

Powell Investment Advisors, LLC held 64,624 PFF 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 64,624 shares
    Change vs previous 13F +7,331 shares

    0.62% of the 13F portfolio, value $1,970,380.

    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 57,293 shares
    Change vs previous 13F +886 shares

    0.6% of the 13F portfolio, value $1,737,131.

    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 56,407 shares
    Change vs previous 13F +1,382 shares

    0.6% of the 13F portfolio, value $1,746,356.

    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 55,025 shares
    Change vs previous 13F -2,212 shares

    0.61% of the 13F portfolio, value $1,739,901.

    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 57,237 shares
    Change vs previous 13F -126 shares

    0.66% of the 13F portfolio, value $1,756,026.

    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 57,363 shares
    Change vs previous 13F +1,910 shares

    0.87% of the 13F portfolio, value $1,762,769.

    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 55,453 shares
    Change vs previous 13F -665 shares

    0.81% of the 13F portfolio, value $1,743,431.

    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 56,118 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,864,798.

    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).