National Wealth Management Group, LLC: BUFR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of National Wealth Management Group, LLC on BUFR, newest first. How the timeline and the estimate are built.
National Wealth Management Group, LLC held 0 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -5,991 shares
13F-HR 0001977723-26-000004 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 5,991 sharesChange vs previous 13F -1,126 shares
0.08% of the 13F portfolio, value $202,316.
13F-HR 0001977723-26-000002 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,117 sharesChange vs previous 13F +7,117 shares
0.08% of the 13F portfolio, value $243,828.
13F-HR 0001977723-26-000001 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -8,296 shares
13F-HR 0001977723-25-000004 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 8,296 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $246,308.
13F-HR 0001848831-25-000007 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).