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Private Wealth Advisors, LLC: XLY position timeline

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

Private Wealth Advisors, LLC held 107,216 XLY 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 107,216 shares
    Change vs previous 13F +34,650 shares

    3.76% of the 13F portfolio, value $12,574,339.

    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 72,566 shares
    Change vs previous 13F +64,178 shares

    2.22% of the 13F portfolio, value $7,908,248.

    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 8,388 shares
    Change vs previous 13F +4,203 shares

    0.36% of the 13F portfolio, value $1,001,629.

    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 4,185 shares
    Change vs previous 13F +7 shares

    0.38% of the 13F portfolio, value $1,002,982.

    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 4,178 shares
    Change vs previous 13F -1,353 shares

    0.36% of the 13F portfolio, value $908,097.

    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 5,531 shares
    Change vs previous 13F -25 shares

    0.46% of the 13F portfolio, value $1,092,158.

    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 5,556 shares
    Change vs previous 13F -471 shares

    0.54% of the 13F portfolio, value $1,246,403.

    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 6,027 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,202,676.

    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).