Skip to content
Disclosery

Private Wealth Advisors, LLC: XLP position timeline

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

Private Wealth Advisors, LLC held 91,471 XLP 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 91,471 shares
    Change vs previous 13F +2,105 shares

    2.27% of the 13F portfolio, value $7,598,481.

    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 89,366 shares
    Change vs previous 13F -61,176 shares

    2.06% of the 13F portfolio, value $7,326,223.

    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 150,542 shares
    Change vs previous 13F +27,173 shares

    4.21% of the 13F portfolio, value $11,694,123.

    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 123,369 shares
    Change vs previous 13F -1,999 shares

    3.64% of the 13F portfolio, value $9,668,432.

    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 125,368 shares
    Change vs previous 13F +37,469 shares

    3.98% of the 13F portfolio, value $10,151,076.

    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 87,899 shares
    Change vs previous 13F -55,345 shares

    3.01% of the 13F portfolio, value $7,178,741.

    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 143,244 shares
    Change vs previous 13F +2,860 shares

    4.91% of the 13F portfolio, value $11,260,435.

    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 140,384 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $11,612,560.

    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).