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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

POWL holding history

Powell Industries Inc in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

POWL overviewAll 13F holders of POWLFull Q2 2026 holdings

Shares (Q2 2026)
23
Value
$6.59K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2024
Holdings of POWL by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623$6.59K<0.1%+8+53.3%AddedConverted for a 3-for-1 splitHolders
Q1 20265$2.71K<0.1%+1+25.0%AddedHolders
Q4 20254$1.28K<0.1%+2+100.0%AddedHolders
Q3 20252$610<0.1%00.0%UnchangedHolders
Q2 20252$421<0.1%+2NewHolders
Q1 20250$00.0%−2−100.0%Sold outHolders
Q4 20242$444<0.1%+2NewHolders