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Disclosery

National Wealth Management Group, LLC: TDIV position timeline

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

National Wealth Management Group, LLC held 0 TDIV shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -6,355 shares

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 6,355 shares
    Change vs previous 13F -496 shares

    0.24% of the 13F portfolio, value $626,539.

    13F-HR 0001977723-25-000006 filed by National Wealth Management 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 ended2025-06-30
    13F 6,851 shares
    Change vs previous 13F -10,088 shares

    0.35% of the 13F portfolio, value $617,755.

    13F-HR 0001977723-25-000004 filed by National Wealth Management 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 ended2025-03-31
    13F 16,939 shares
    Change vs previous 13F -5,654 shares

    0.82% of the 13F portfolio, value $1,246,880.

    13F-HR 0001848831-25-000007 filed by National Wealth Management 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 ended2024-12-31
    13F 22,593 shares
    Change vs previous 13F +2,206 shares

    1.18% of the 13F portfolio, value $1,772,680.

    13F-HR 0001977723-25-000001 filed by National Wealth Management 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 ended2024-09-30
    13F 20,387 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,637,076.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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