Skip to content
Disclosery

Private Wealth Advisors, Inc.: IVW position timeline

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

Private Wealth Advisors, Inc. held 70,838 IVW 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 70,838 shares
    Change vs previous 13F +55,112 shares

    2.58% of the 13F portfolio, value $4,521,000.

    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 15,726 shares
    Change vs previous 13F -167 shares

    2.33% of the 13F portfolio, value $3,634,000.

    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 15,893 shares
    Change vs previous 13F +688 shares

    2.25% of the 13F portfolio, value $3,298,000.

    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 15,205 shares
    Change vs previous 13F +1,229 shares

    2.12% of the 13F portfolio, value $2,793,000.

    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 13,976 shares
    Change vs previous 13F -1,616 shares

    1.49% of the 13F portfolio, value $2,804,000.

    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 15,592 shares
    Change vs previous 13F -1,148 shares

    1.43% of the 13F portfolio, value $2,807,000.

    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 16,740 shares
    Change vs previous 13F +417 shares

    1.06% of the 13F portfolio, value $3,001,000.

    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 16,323 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,814,000.

    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).