BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in POWL — Powell Industries Inc
CIK 1352860
BLUE BELL, PA
Position in POWL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$26,631
+$9,858 QoQ
Shares Held
93
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#516
of 578 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $80,031 across 5 Electrical Equipment & Parts names. POWL ranks #1 (33.3% of the industry book) .
All Filings in POWL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,631 | 93 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,773 | 31 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,882 | 31 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,192 | 40 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,418 | 40 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,813 | 40 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,082 | 50 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,659 | 30 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,871 | 27 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,130 | 22 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||