Private Wealth Advisors, Inc.: XLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Advisors, Inc. on XLY, newest first. How the timeline and the estimate are built.
Private Wealth Advisors, Inc. held 3,458 XLY shares at 2020-12-31 per its 13F-HR filed 2021-02-09.
the latest 13F is the newest step
- period ended2020-12-3113F 3,458 sharesChange vs previous 13F -352 shares
0.32% of the 13F portfolio, value $556,000.
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 3,810 sharesChange vs previous 13F 0 shares
0.36% of the 13F portfolio, value $560,000.
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 3,810 sharesChange vs previous 13F -27 shares
0.33% of the 13F portfolio, value $487,000.
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 3,837 sharesChange vs previous 13F -609 shares
0.33% of the 13F portfolio, value $431,000.
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 4,446 sharesChange vs previous 13F -1,225 shares
0.3% of the 13F portfolio, value $557,000.
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 5,671 sharesChange vs previous 13F -2,702 shares
0.35% of the 13F portfolio, value $685,000.
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 8,373 sharesChange vs previous 13F +200 shares
0.35% of the 13F portfolio, value $998,000.
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 8,173 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $930,000.
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).