Private Wealth Advisors, LLC: SDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Advisors, LLC on SDY, newest first. How the timeline and the estimate are built.
Private Wealth Advisors, LLC held 4,352 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 4,352 sharesChange vs previous 13F -90 shares
0.2% of the 13F portfolio, value $662,358.
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 4,442 sharesChange vs previous 13F +13 shares
0.18% of the 13F portfolio, value $648,218.
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 4,429 sharesChange vs previous 13F -122 shares
0.22% of the 13F portfolio, value $616,399.
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 4,551 sharesChange vs previous 13F +12 shares
0.24% of the 13F portfolio, value $637,316.
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 4,539 sharesChange vs previous 13F +5 shares
0.24% of the 13F portfolio, value $616,134.
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 4,534 sharesChange vs previous 13F -62 shares
0.26% of the 13F portfolio, value $615,167.
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 4,596 sharesChange vs previous 13F -39 shares
0.26% of the 13F portfolio, value $607,189.
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 4,635 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $657,634.
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).