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Disclosery

Private Wealth Group, LLC: XLP position timeline

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

Private Wealth Group, LLC held 27,866 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,866 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $2,314,829.

    13F-HR 0001420506-26-001200 filed by Private Wealth Group, 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/A 27,866 shares
    Change vs previous 13F -364 shares

    1.07% of the 13F portfolio, value $2,284,455.

    13F-HR/A 0001420506-26-000712 filed by Private Wealth Group, 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 28,230 shares
    Change vs previous 13F +558 shares

    1.05% of the 13F portfolio, value $2,192,906.

    13F-HR 0001420506-26-000029 filed by Private Wealth Group, 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 27,672 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $2,168,655.

    13F-HR 0001420506-25-002897 filed by Private Wealth Group, 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 27,672 shares
    Change vs previous 13F -123 shares

    1.19% of the 13F portfolio, value $2,240,602.

    13F-HR 0001420506-25-001548 filed by Private Wealth Group, 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 27,795 shares
    Change vs previous 13F -9,416 shares

    1.33% of the 13F portfolio, value $2,270,018.

    13F-HR 0001420506-25-000781 filed by Private Wealth Group, 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 37,211 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $2,925,157.

    13F-HR 0001420506-25-000046 filed by Private Wealth Group, 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 37,211 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $3,088,513.

    13F-HR 0001420506-24-002180 filed by Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).