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Private Wealth Advisors, LLC: XLB position timeline

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

Private Wealth Advisors, LLC held 176,767 XLB 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 176,767 shares
    Change vs previous 13F -7,233 shares

    2.69% of the 13F portfolio, value $8,985,071.

    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 184,000 shares
    Change vs previous 13F -22,075 shares

    2.59% of the 13F portfolio, value $9,194,472.

    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 206,075 shares
    Change vs previous 13F +104,244 shares

    3.37% of the 13F portfolio, value $9,345,514.

    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 101,831 shares
    Change vs previous 13F -1,759 shares

    3.44% of the 13F portfolio, value $9,126,134.

    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 103,590 shares
    Change vs previous 13F -1,074 shares

    3.57% of the 13F portfolio, value $9,096,214.

    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 104,664 shares
    Change vs previous 13F +1,572 shares

    3.78% of the 13F portfolio, value $8,999,004.

    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 103,092 shares
    Change vs previous 13F +36,203 shares

    3.78% of the 13F portfolio, value $8,674,124.

    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 66,889 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $6,430,692.

    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).