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Austin Private Wealth, LLC: GWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Austin Private Wealth, LLC on GWX, newest first. How the timeline and the estimate are built.

Austin Private Wealth, LLC held 159,524 GWX shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 159,524 shares
    Change vs previous 13F +4,557 shares

    0.49% of the 13F portfolio, value $6,518,134.

    13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 154,967 shares
    Change vs previous 13F +2,030 shares

    0.48% of the 13F portfolio, value $6,226,574.

    13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 152,937 shares
    Change vs previous 13F +29,477 shares

    0.45% of the 13F portfolio, value $5,686,198.

    13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 123,460 shares
    Change vs previous 13F +96,066 shares

    0.35% of the 13F portfolio, value $3,945,782.

    13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 27,394 shares
    Change vs previous 13F +5,130 shares

    0.08% of the 13F portfolio, value $848,803.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 22,264 shares
    Change vs previous 13F +1,316 shares

    0.07% of the 13F portfolio, value $759,870.

    13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F/A 20,948 shares
    Change vs previous 13F +620 shares

    0.07% of the 13F portfolio, value $664,890.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 20,328 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $655,578.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).