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Powell Investment Advisors, LLC: XLV position timeline

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

Powell Investment Advisors, LLC held 0 XLV shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,615 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 3,615 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $527,826.

    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).

  3. period ended2024-12-31
    13F 3,615 shares
    Change vs previous 13F +3,351 shares

    0.23% of the 13F portfolio, value $497,316.

    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).

  4. period ended2024-09-30
    13F 264 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $40,661.

    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).