Rockline Wealth Management, LLC
Position in POWL — Powell Industries Inc
CIK 2005098
Islip Terrace, NY
Position in POWL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,859,692
+$3,882,298 QoQ
Shares Held
30,939
+12.1% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#99
of 578 holders
Holding Since
Mar 2026
2 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, 2026Rockline Wealth Management, LLC holds $20,973,781 across 3 Electrical Equipment & Parts names. POWL ranks #1 (42.2% of the industry book) .
All Filings in POWL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,859,692 | 30,939 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,977,394 | 9,199 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||