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Private Wealth Advisors, LLC: FEZ position timeline

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

Private Wealth Advisors, LLC held 139,494 FEZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,494 shares
    Change vs previous 13F +32,017 shares

    2.86% of the 13F portfolio, value $9,580,467.

    13F-HR 0001172661-26-003131 filed by Private Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 107,477 shares
    Change vs previous 13F +2,259 shares

    1.88% of the 13F portfolio, value $6,672,145.

    13F-HR 0001172661-26-001791 filed by Private Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 105,218 shares
    Change vs previous 13F +3,773 shares

    2.44% of the 13F portfolio, value $6,774,990.

    13F-HR 0001172661-26-000510 filed by Private Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 101,445 shares
    Change vs previous 13F -19,177 shares

    2.37% of the 13F portfolio, value $6,301,756.

    13F-HR 0001172661-25-005231 filed by Private Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 120,622 shares
    Change vs previous 13F +2,223 shares

    2.83% of the 13F portfolio, value $7,204,760.

    13F-HR 0001172661-25-003330 filed by Private Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 118,399 shares
    Change vs previous 13F -34,777 shares

    2.71% of the 13F portfolio, value $6,442,077.

    13F-HR 0001172661-25-001651 filed by Private Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 153,176 shares
    Change vs previous 13F +15,723 shares

    3.22% of the 13F portfolio, value $7,375,433.

    13F-HR 0001172661-25-000517 filed by Private Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 137,453 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $7,203,892.

    13F-HR 0001172661-24-004470 filed by Private Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).