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Private Wealth Advisors, LLC: VTIP position timeline

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

Private Wealth Advisors, LLC held 137,517 VTIP 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 137,517 shares
    Change vs previous 13F +14,602 shares

    2.06% of the 13F portfolio, value $6,907,479.

    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 122,915 shares
    Change vs previous 13F +113,366 shares

    1.73% of the 13F portfolio, value $6,139,604.

    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 9,549 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $472,294.

    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).