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Private Wealth Advisors, LLC: XLF position timeline

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

Private Wealth Advisors, LLC held 307,538 XLF 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 307,538 shares
    Change vs previous 13F +59,573 shares

    4.93% of the 13F portfolio, value $16,487,102.

    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 247,965 shares
    Change vs previous 13F +105,162 shares

    3.44% of the 13F portfolio, value $12,242,050.

    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 142,803 shares
    Change vs previous 13F +2,122 shares

    2.82% of the 13F portfolio, value $7,821,306.

    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 140,681 shares
    Change vs previous 13F -3,588 shares

    2.85% of the 13F portfolio, value $7,578,487.

    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 144,269 shares
    Change vs previous 13F -10,714 shares

    2.97% of the 13F portfolio, value $7,555,356.

    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 154,983 shares
    Change vs previous 13F +14,468 shares

    3.24% of the 13F portfolio, value $7,719,726.

    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 140,515 shares
    Change vs previous 13F +37,795 shares

    2.96% of the 13F portfolio, value $6,791,080.

    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 102,720 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $4,630,621.

    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).