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Prestige Wealth Management Group LLC: CB position timeline

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

Prestige Wealth Management Group LLC held 1,743 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,743 shares
    Change vs previous 13F +432 shares

    0.11% of the 13F portfolio, value $595,741.

    13F-HR 0001772715-26-000010 filed by Prestige 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).

  2. period ended2026-03-31
    13F 1,311 shares
    Change vs previous 13F -14 shares

    0.08% of the 13F portfolio, value $428,607.

    13F-HR 0001772715-26-000009 filed by Prestige 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 ended2025-12-31
    13F 1,325 shares
    Change vs previous 13F +86 shares

    0.08% of the 13F portfolio, value $414,844.

    13F-HR 0001772715-26-000001 filed by Prestige 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 ended2025-09-30
    13F/A 1,239 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $350,952.

    13F-HR/A 0001772715-26-000008 filed by Prestige 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 ended2025-06-30
    13F/A 1,236 shares
    Change vs previous 13F -179 shares

    0.07% of the 13F portfolio, value $359,312.

    13F-HR/A 0001772715-26-000007 filed by Prestige 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 ended2025-03-31
    13F/A 1,415 shares
    Change vs previous 13F +8 shares

    0.09% of the 13F portfolio, value $428,643.

    13F-HR/A 0001772715-26-000006 filed by Prestige 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).

  7. period ended2024-12-31
    13F/A 1,407 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $390,059.

    13F-HR/A 0001772715-26-000005 filed by Prestige 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).

  8. period ended2024-09-30
    13F/A 1,392 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $402,737.

    13F-HR/A 0001772715-26-000004 filed by Prestige 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).