Private Wealth Advisors, Inc.: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Advisors, Inc. on UPS, newest first. How the timeline and the estimate are built.
Private Wealth Advisors, Inc. held 3,234 UPS shares at 2020-12-31 per its 13F-HR filed 2021-02-09.
the latest 13F is the newest step
- period ended2020-12-3113F 3,234 sharesChange vs previous 13F +152 shares
0.31% of the 13F portfolio, value $545,000.
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 3,082 sharesChange vs previous 13F +3 shares
0.33% of the 13F portfolio, value $513,000.
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 3,079 sharesChange vs previous 13F +114 shares
0.23% of the 13F portfolio, value $342,000.
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 2,965 sharesChange vs previous 13F +54 shares
0.21% of the 13F portfolio, value $272,000.
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 2,911 sharesChange vs previous 13F +348 shares
0.18% of the 13F portfolio, value $336,000.
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 2,563 sharesChange vs previous 13F -207 shares
0.16% of the 13F portfolio, value $307,000.
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 2,770 sharesChange vs previous 13F +4 shares
0.1% of the 13F portfolio, value $286,000.
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 2,766 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $309,000.
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).