Private Wealth Advisors, Inc.: AEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Advisors, Inc. on AEP, newest first. How the timeline and the estimate are built.
Private Wealth Advisors, Inc. held 5,169 AEP shares at 2020-12-31 per its 13F-HR filed 2021-02-09.
the latest 13F is the newest step
- period ended2020-12-3113F 5,169 sharesChange vs previous 13F +895 shares
0.25% of the 13F portfolio, value $430,000.
13F-HR 0001462525-21-000001 filed by Private Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-09-3013F 4,274 sharesChange vs previous 13F -12 shares
0.22% of the 13F portfolio, value $349,000.
13F-HR 0001462525-20-000002 filed by Private Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-06-3013F 4,286 sharesChange vs previous 13F +325 shares
0.23% of the 13F portfolio, value $341,000.
13F-HR 0001462525-20-000001 filed by Private Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-03-3113F 3,961 sharesChange vs previous 13F +737 shares
0.24% of the 13F portfolio, value $322,000.
13F-HR 0001085146-20-001340 filed by Private Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-12-3113F 3,224 sharesChange vs previous 13F -25 shares
0.18% of the 13F portfolio, value $329,000.
13F-HR 0001085146-20-000584 filed by Private Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-09-3013F 3,249 sharesChange vs previous 13F +225 shares
0.15% of the 13F portfolio, value $304,000.
13F-HR 0001085146-19-002840 filed by Private Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-06-3013F 3,024 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $266,000.
13F-HR 0001085146-19-002140 filed by Private Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-03-3113F 3,024 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $253,000.
13F-HR 0001085146-19-001458 filed by Private Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).