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Disclosery

Private Wealth Group, LLC: XLU position timeline

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

Private Wealth Group, LLC held 27,414 XLU 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 27,414 shares
    Change vs previous 13F -356 shares

    0.48% of the 13F portfolio, value $1,242,951.

    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 27,770 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,274,365.

    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 27,770 shares
    Change vs previous 13F +14,409 shares

    0.57% of the 13F portfolio, value $1,185,501.

    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 13,361 shares
    Change vs previous 13F -471 shares

    0.58% of the 13F portfolio, value $1,165,213.

    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 13,832 shares
    Change vs previous 13F -128 shares

    0.6% of the 13F portfolio, value $1,129,521.

    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 13,960 shares
    Change vs previous 13F -1,548 shares

    0.65% of the 13F portfolio, value $1,100,746.

    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 15,508 shares
    Change vs previous 13F +223 shares

    0.57% of the 13F portfolio, value $1,173,801.

    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 15,285 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,234,722.

    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).