Private Wealth Advisors, LLC
Position in GDV — Gabelli Dividend & Income Trust
CIK 1787027
Fresno, CA
Position in GDV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$275,566
+$21,697 QoQ
Shares Held
9,373
-0.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#109
of 196 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GDV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Private Wealth Advisors, LLC holds $502,550 across 2 Asset Management names. GDV ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GDV |
Gabelli Dividend & Income Trust
This page
|
9,373 | $275,566 | |
| 2 | PFG |
Principal Financial Group Inc
|
2,106 | $226,984 |
All Filings in GDV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,566 | 9,373 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $253,869 | 9,427 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $268,535 | 9,670 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $258,847 | 9,541 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $244,806 | 9,412 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $223,733 | 9,272 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $220,682 | 9,138 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $220,807 | 9,031 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $202,664 | 8,924 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $202,499 | 8,812 | Shares | Sole | 2024-05-08 | |
| 2021-12-31 | $210,087 | 7,781 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $199,975 | 7,754 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $200,508 | 7,621 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||