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Austin Private Wealth, LLC: XLSR position timeline

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

Austin Private Wealth, LLC held 342,395 XLSR 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 342,395 shares
    Change vs previous 13F +9,753 shares

    1.6% of the 13F portfolio, value $21,334,615.

    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 332,642 shares
    Change vs previous 13F +28,558 shares

    1.53% of the 13F portfolio, value $19,828,790.

    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 304,084 shares
    Change vs previous 13F +125,819 shares

    1.32% of the 13F portfolio, value $16,700,293.

    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 178,265 shares
    Change vs previous 13F +113,526 shares

    0.81% of the 13F portfolio, value $9,050,514.

    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 64,739 shares
    Change vs previous 13F +9,817 shares

    0.32% of the 13F portfolio, value $3,459,652.

    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 54,922 shares
    Change vs previous 13F +2,989 shares

    0.28% of the 13F portfolio, value $2,846,882.

    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 51,933 shares
    Change vs previous 13F -240 shares

    0.28% of the 13F portfolio, value $2,642,870.

    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 52,173 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,582,042.

    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).