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Rockline Wealth Management, LLC

SEC CIK
0002005098
Latest filing
Jul 24, 2026

POWL holding history

Powell Industries Inc in every 13F filed by Rockline Wealth Management, 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)
30,939
Value
$8.86M
% of portfolio
1.7%
Quarters held
2
Since Q1 2026
Holdings of POWL by Rockline Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,939$8.86M1.7%+3,342+12.1%AddedConverted for a 3-for-1 splitHolders
Q1 20269,199$4.98M1.1%+9,199NewHolders