SEC 13F Intelligence

Rockline Wealth Management, LLC / POWL

Rockline Wealth Management, LLC’s Powell Inds Inc Position

Does Rockline Wealth Management, LLC own Powell Inds Inc (POWL)? Yes9.2K shares worth $5M (+1.08% of its 13F portfolio) as of Q1 2026.

Position Value
$5M
Q1 2026
Shares
9.2K
% of Portfolio
+1.08%
Quarters Held
1
currently held

Position History POWL

Reported value by quarter
Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.2K$5M+1.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rockline Wealth Management, LLC’s full portfolio or all institutional holders of POWL.