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Private Wealth Advisors, Inc.: IVE position timeline

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

Private Wealth Advisors, Inc. held 9,834 IVE shares at 2020-12-31 per its 13F-HR filed 2021-02-09.

the latest 13F is the newest step

  1. period ended2020-12-31
    13F 9,834 shares
    Change vs previous 13F +9,834 shares

    0.72% of the 13F portfolio, value $1,259,000.

    13F-HR 0001462525-21-000001 filed by Private Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-03-31
    13F 0 shares
    Change vs previous 13F -11,813 shares

    13F-HR 0001085146-20-001340 filed by Private Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2019-12-31
    13F 11,813 shares
    Change vs previous 13F -234 shares

    0.81% of the 13F portfolio, value $1,525,000.

    13F-HR 0001085146-20-000584 filed by Private Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-09-30
    13F 12,047 shares
    Change vs previous 13F +325 shares

    0.73% of the 13F portfolio, value $1,435,000.

    13F-HR 0001085146-19-002840 filed by Private Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-06-30
    13F 11,722 shares
    Change vs previous 13F +931 shares

    0.48% of the 13F portfolio, value $1,366,000.

    13F-HR 0001085146-19-002140 filed by Private Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-03-31
    13F 10,791 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,217,000.

    13F-HR 0001085146-19-001458 filed by Private Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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