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Private Wealth Advisors, LLC: XLV position timeline

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

Private Wealth Advisors, LLC held 94,801 XLV 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 94,801 shares
    Change vs previous 13F +28,477 shares

    4.49% of the 13F portfolio, value $15,041,182.

    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 66,324 shares
    Change vs previous 13F +15,827 shares

    2.73% of the 13F portfolio, value $9,723,801.

    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 50,497 shares
    Change vs previous 13F +14,689 shares

    2.82% of the 13F portfolio, value $7,816,871.

    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 35,808 shares
    Change vs previous 13F +9,925 shares

    1.88% of the 13F portfolio, value $4,983,338.

    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 25,883 shares
    Change vs previous 13F -48,270 shares

    1.37% of the 13F portfolio, value $3,488,749.

    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 74,153 shares
    Change vs previous 13F -6,733 shares

    4.55% of the 13F portfolio, value $10,827,087.

    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 80,886 shares
    Change vs previous 13F -1,686 shares

    4.85% of the 13F portfolio, value $11,127,478.

    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 82,572 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $12,650,917.

    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).