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Private Wealth Advisors, Inc.: IVV position timeline

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

Private Wealth Advisors, Inc. held 17,606 IVV 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 17,606 shares
    Change vs previous 13F -155 shares

    3.77% of the 13F portfolio, value $6,609,000.

    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 ended2020-09-30
    13F 17,761 shares
    Change vs previous 13F -34 shares

    3.83% of the 13F portfolio, value $5,969,000.

    13F-HR 0001462525-20-000002 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).

  3. period ended2020-06-30
    13F 17,795 shares
    Change vs previous 13F +364 shares

    3.76% of the 13F portfolio, value $5,511,000.

    13F-HR 0001462525-20-000001 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).

  4. period ended2020-03-31
    13F 17,431 shares
    Change vs previous 13F +933 shares

    3.75% of the 13F portfolio, value $4,942,000.

    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).

  5. period ended2019-12-31
    13F 16,498 shares
    Change vs previous 13F +239 shares

    2.89% of the 13F portfolio, value $5,417,000.

    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).

  6. period ended2019-09-30
    13F 16,259 shares
    Change vs previous 13F -1,705 shares

    2.47% of the 13F portfolio, value $4,854,000.

    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).

  7. period ended2019-06-30
    13F 17,964 shares
    Change vs previous 13F +2,655 shares

    1.88% of the 13F portfolio, value $5,295,000.

    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).

  8. period ended2019-03-31
    13F 15,309 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $4,356,000.

    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).