Private Wealth Advisors, LLC: ADI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Advisors, LLC on ADI, newest first. How the timeline and the estimate are built.
Private Wealth Advisors, LLC held 7,483 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 7,483 sharesChange vs previous 13F +40 shares
0.89% of the 13F portfolio, value $2,971,982.
13F-HR 0001172661-26-003131 filed by Private Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,443 sharesChange vs previous 13F +6,508 shares
0.67% of the 13F portfolio, value $2,367,845.
13F-HR 0001172661-26-001791 filed by Private Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 935 sharesChange vs previous 13F -56 shares
0.09% of the 13F portfolio, value $253,467.
13F-HR 0001172661-26-000510 filed by Private Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 991 sharesChange vs previous 13F +1 shares
0.09% of the 13F portfolio, value $243,440.
13F-HR 0001172661-25-005231 filed by Private Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 990 sharesChange vs previous 13F +990 shares
0.09% of the 13F portfolio, value $235,719.
13F-HR 0001172661-25-003330 filed by Private Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -989 shares
13F-HR 0001172661-25-001651 filed by Private Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 989 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $210,187.
13F-HR 0001172661-25-000517 filed by Private Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 989 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $221,165.
13F-HR 0001172661-24-004470 filed by Private Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).