Private Wealth Advisors, LLC: DEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Advisors, LLC on DEM, newest first. How the timeline and the estimate are built.
Private Wealth Advisors, LLC held 160,714 DEM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 160,714 sharesChange vs previous 13F -11,455 shares
2.58% of the 13F portfolio, value $8,644,802.
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 172,169 sharesChange vs previous 13F -66,338 shares
2.41% of the 13F portfolio, value $8,555,054.
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 238,507 sharesChange vs previous 13F +11,549 shares
4.01% of the 13F portfolio, value $11,140,653.
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 226,958 sharesChange vs previous 13F -28,255 shares
3.93% of the 13F portfolio, value $10,437,781.
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 255,213 sharesChange vs previous 13F +87,851 shares
4.54% of the 13F portfolio, value $11,558,597.
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 167,362 sharesChange vs previous 13F +4,755 shares
2.96% of the 13F portfolio, value $7,042,586.
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).
- period ended2024-12-3113F 162,607 sharesChange vs previous 13F +22,172 shares
2.87% of the 13F portfolio, value $6,583,968.
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 140,435 sharesChange vs previous 13F not available
2.52% of the 13F portfolio, value $6,198,807.
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).