Position in POWL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$679,055
+$91,382 QoQ
Shares Held
1,255
-34.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 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 Mar 31, 2026Trek Financial, LLC holds $2,907,103 across 3 Electrical Equipment & Parts names. POWL ranks #2 (23.4% of the industry book) .
All Filings in POWL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $679,055 | 1,255 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $587,673 | 1,928 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $298,562 | 1,347 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $386,040 | 1,739 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $244,927 | 1,708 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $212,311 | 1,492 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||