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Private Wealth Partners, LLC: XGDVX position timeline

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

Private Wealth Partners, LLC held 79,859 XGDVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,859 shares
    Change vs previous 13F -15,000 shares

    0.17% of the 13F portfolio, value $2,347,855.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 94,859 shares
    Change vs previous 13F +750 shares

    0.2% of the 13F portfolio, value $2,554,553.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 94,109 shares
    Change vs previous 13F -16,300 shares

    0.19% of the 13F portfolio, value $2,613,407.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 110,409 shares
    Change vs previous 13F -3,000 shares

    0.21% of the 13F portfolio, value $2,995,396.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 113,409 shares
    Change vs previous 13F -12,500 shares

    0.23% of the 13F portfolio, value $2,949,768.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 125,909 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $3,038,184.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 125,909 shares
    Change vs previous 13F -12,300 shares

    0.23% of the 13F portfolio, value $3,040,702.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, 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 138,209 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,379,210.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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