National Wealth Management Group, LLC: PKW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of National Wealth Management Group, LLC on PKW, newest first. How the timeline and the estimate are built.
National Wealth Management Group, LLC held 0 PKW shares at 2025-12-31 per its 13F-HR filed 2026-01-12.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -2,710 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 2,710 sharesChange vs previous 13F +206 shares
0.14% of the 13F portfolio, value $359,021.
13F-HR 0001977723-25-000006 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 2,504 sharesChange vs previous 13F +2,504 shares
0.17% of the 13F portfolio, value $309,494.
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).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,221 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,221 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $255,704.
13F-HR 0001977723-25-000001 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).