Skip to content
Disclosery

Prestige Wealth Management Group LLC: ICVT position timeline

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

Prestige Wealth Management Group LLC held 644 ICVT 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 644 shares
    Change vs previous 13F -296,945 shares

    0.01% of the 13F portfolio, value $78,401.

    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 297,589 shares
    Change vs previous 13F +2,570 shares

    5.95% of the 13F portfolio, value $30,291,585.

    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 295,019 shares
    Change vs previous 13F -25,173 shares

    5.54% of the 13F portfolio, value $29,059,372.

    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 320,192 shares
    Change vs previous 13F +3,574 shares

    6.18% of the 13F portfolio, value $32,035,210.

    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 316,618 shares
    Change vs previous 13F -2,197 shares

    5.82% of the 13F portfolio, value $28,527,282.

    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 318,815 shares
    Change vs previous 13F +4,554 shares

    5.7% of the 13F portfolio, value $26,656,123.

    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 314,261 shares
    Change vs previous 13F +314,164 shares

    5.55% of the 13F portfolio, value $26,702,758.

    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 97 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,116.

    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).