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Powers Advisory Group, LLC: DOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Powers Advisory Group, LLC on DOL, newest first. How the timeline and the estimate are built.

Powers Advisory Group, LLC held 81,325 DOL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,325 shares
    Change vs previous 13F -2,313 shares

    1.9% of the 13F portfolio, value $6,047,662.

    13F-HR 0002085853-26-000918 filed by Powers Advisory Group, 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 83,638 shares
    Change vs previous 13F -650 shares

    2.01% of the 13F portfolio, value $5,686,249.

    13F-HR 0002085853-26-000444 filed by Powers Advisory Group, 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 84,288 shares
    Change vs previous 13F +303 shares

    2.09% of the 13F portfolio, value $5,550,339.

    13F-HR 0002085853-26-000066 filed by Powers Advisory Group, 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 83,985 shares
    Change vs previous 13F -196 shares

    2.08% of the 13F portfolio, value $5,228,445.

    13F-HR 0002085853-25-000134 filed by Powers Advisory Group, 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 84,181 shares
    Change vs previous 13F +2,394 shares

    2.21% of the 13F portfolio, value $5,014,427.

    13F-HR 0001667731-25-000867 filed by Powers Advisory Group, 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 81,787 shares
    Change vs previous 13F -1,098 shares

    2.15% of the 13F portfolio, value $4,503,987.

    13F-HR 0001667731-25-000435 filed by Powers Advisory Group, 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 82,885 shares
    Change vs previous 13F -970 shares

    2.05% of the 13F portfolio, value $4,097,823.

    13F-HR 0001667731-25-000106 filed by Powers Advisory Group, 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 83,855 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $4,525,313.

    13F-HR 0001927474-24-000004 filed by Powers Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).