Private Wealth Management Group, LLC
Position in POWL — Powell Industries Inc
CIK 2011342
PRINCETON, NJ
Position in POWL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,449
-$290 QoQ
Shares Held
33
-38.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#530
of 578 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $51,069 across 7 Electrical Equipment & Parts names. POWL ranks #3 (18.5% of the industry book) .
All Filings in POWL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,449 | 33 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,739 | 18 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,650 | 24 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,839 | 29 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,103 | 29 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,939 | 29 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,427 | 29 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $10,655 | 48 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,026 | 49 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,972 | 49 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,331 | 49 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||