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Independent Advisor Alliance

Position in POWL — Powell Industries Inc

CIK 1696899 CHARLOTTE, NC

Position in POWL

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,730,472
+$645,608 QoQ
Shares Held
6,043
+0.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#244
of 578 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in POWL Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Independent Advisor Alliance holds $6,999,821 across 6 Electrical Equipment & Parts names. POWL ranks #2 (24.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 POWL
Powell Industries Inc
This page
6,043 $1,730,472

All Filings in POWL

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,730,472 6,043
2026-03-31 $1,084,864 2,005
2025-12-31 $533,318 1,673
2025-09-30 $454,776 1,492
2025-03-31 $3,746,750 21,997
2024-12-31 $4,442,307 20,042
2024-09-30 $3,689,696 16,621