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Private Wealth Advisors, LLC: PDBA position timeline

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

Private Wealth Advisors, LLC held 194,226 PDBA 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 194,226 shares
    Change vs previous 13F +8,424 shares

    2.07% of the 13F portfolio, value $6,918,330.

    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 185,802 shares
    Change vs previous 13F +64,404 shares

    1.91% of the 13F portfolio, value $6,776,199.

    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 121,398 shares
    Change vs previous 13F -1,562 shares

    1.49% of the 13F portfolio, value $4,127,532.

    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 122,960 shares
    Change vs previous 13F +2,911 shares

    1.65% of the 13F portfolio, value $4,384,140.

    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 120,049 shares
    Change vs previous 13F +729 shares

    1.64% of the 13F portfolio, value $4,186,109.

    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 119,320 shares
    Change vs previous 13F +1,097 shares

    1.76% of the 13F portfolio, value $4,195,291.

    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 118,223 shares
    Change vs previous 13F -1,165 shares

    1.83% of the 13F portfolio, value $4,186,276.

    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 119,388 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $4,399,448.

    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).