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Private Wealth Advisors, LLC: XLI position timeline

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

Private Wealth Advisors, LLC held 60,147 XLI 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 60,147 shares
    Change vs previous 13F +10,619 shares

    3.33% of the 13F portfolio, value $11,141,033.

    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 49,528 shares
    Change vs previous 13F -14,748 shares

    2.25% of the 13F portfolio, value $8,010,096.

    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 64,276 shares
    Change vs previous 13F +6,440 shares

    3.59% of the 13F portfolio, value $9,970,435.

    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 57,836 shares
    Change vs previous 13F -2,639 shares

    3.36% of the 13F portfolio, value $8,919,994.

    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 60,475 shares
    Change vs previous 13F -958 shares

    3.5% of the 13F portfolio, value $8,921,345.

    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 61,433 shares
    Change vs previous 13F +26,849 shares

    3.38% of the 13F portfolio, value $8,052,029.

    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 34,584 shares
    Change vs previous 13F -770 shares

    1.99% of the 13F portfolio, value $4,556,774.

    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 35,354 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $4,790,856.

    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).