Ownership history in Valmark Advisers, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Valmark Advisers, Inc. reported a position in POWELL INDS INC (POWL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,210 | -2,414 | -66.6% | 0.00% | $369K | $304.41 |
| 2025 Q2 | ADDED | 3,624 | +490 | +15.6% | 0.01% | $763K | $209.95 |
| 2025 Q1 | REDUCED | 3,134 | -3,080 | -49.6% | 0.01% | $534K | $169.68 |
| 2024 Q4 | REDUCED | 6,214 | -687 | -10.0% | 0.02% | $1.4M | $220.51 |
| 2024 Q3 | REDUCED | 6,901 | -28 | -0.4% | 0.02% | $1.5M | $220.67 |
| 2024 Q2 | REDUCED | 6,929 | -188 | -2.6% | 0.02% | $994K | $142.31 |
| 2024 Q1 | REDUCED | 7,117 | -1,435 | -16.8% | 0.02% | $1.0M | $140.99 |
| 2023 Q4 | ADDED | 8,552 | +3,857 | +82.2% | 0.01% | $756K | $87.43 |
| 2023 Q3 | INITIATED | 4,695 | — | — | 0.01% | $389K | — |
As of 2025 Q4 — sorted by position size