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Disclosery

Austin Private Wealth, LLC: SUB position timeline

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

Austin Private Wealth, LLC held 5,003 SUB 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 5,003 shares
    Change vs previous 13F -2,927 shares

    0.04% of the 13F portfolio, value $533,820.

    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 7,930 shares
    Change vs previous 13F -3,686 shares

    0.07% of the 13F portfolio, value $846,765.

    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 11,616 shares
    Change vs previous 13F -19,941 shares

    0.1% of the 13F portfolio, value $1,235,245.

    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 31,557 shares
    Change vs previous 13F -19,032 shares

    0.3% of the 13F portfolio, value $3,332,441.

    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 50,589 shares
    Change vs previous 13F -14 shares

    0.5% of the 13F portfolio, value $5,336,174.

    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 50,603 shares
    Change vs previous 13F -2,390 shares

    0.53% of the 13F portfolio, value $5,373,497.

    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 52,993 shares
    Change vs previous 13F +260 shares

    0.6% of the 13F portfolio, value $5,540,464.

    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 52,733 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,502,735.

    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).