Position in XYZ
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$332,614
-$27,138 QoQ
Shares Held
5,527
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Powell Investment Advisors, LLC holds $3,822,226 across 5 Software - Infrastructure names. XYZ ranks #4 (8.7% of the industry book) .
All Filings in XYZ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $332,614 | 5,527 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $359,752 | 5,527 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $402,038 | 5,563 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $377,894 | 5,563 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $260,324 | 3,063 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $205,619 | 3,063 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $261,944 | 3,097 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $239,552 | 3,097 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||