Powell Investment Advisors, LLC
Holdings in WHF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $83,629 | 12,033 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $76,535 | 11,060 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $96,443 | 11,060 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $106,729 | 11,060 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $107,060 | 11,060 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $127,964 | 11,060 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $135,706 | 11,060 | Shares | Sole | 2024-07-31 |
| 2023-12-31 | $136,038 | 11,060 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $141,236 | 11,060 | Shares | Sole | 2023-10-16 |
| 2023-06-30 | $141,899 | 11,060 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $138,471 | 11,060 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $144,333 | 11,060 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $122,766 | 11,060 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $145,328 | 11,060 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $166,784 | 11,060 | Shares | Sole | 2022-05-09 |
| 2021-12-31 | $171,430 | 11,060 | Shares | Sole | 2022-01-14 |
| 2021-09-30 | $158,288 | 10,400 | Shares | Sole | 2021-10-13 |
| 2021-06-30 | $154,960 | 10,400 | Shares | Sole | 2021-07-14 |
| 2021-03-31 | $157,768 | 10,400 | Shares | Sole | 2021-04-14 |
| 2020-12-31 | $141,544 | 10,400 | Shares | Sole | 2021-01-14 |