Prestige Wealth Management Group LLC: O position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prestige Wealth Management Group LLC on O, newest first. How the timeline and the estimate are built.
Prestige Wealth Management Group LLC held 8,288 O shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 8,288 sharesChange vs previous 13F -5,002 shares
0.09% of the 13F portfolio, value $513,526.
13F-HR 0001772715-26-000010 filed by Prestige 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 ended2026-03-3113F 13,290 sharesChange vs previous 13F +12,409 shares
0.16% of the 13F portfolio, value $813,083.
13F-HR 0001772715-26-000009 filed by Prestige 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 881 sharesChange vs previous 13F -12,562 shares
0.01% of the 13F portfolio, value $49,894.
13F-HR 0001772715-26-000001 filed by Prestige 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 ended2025-09-3013F/A 13,443 sharesChange vs previous 13F +710 shares
0.16% of the 13F portfolio, value $817,201.
13F-HR/A 0001772715-26-000008 filed by Prestige 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/A 12,733 sharesChange vs previous 13F -274 shares
0.15% of the 13F portfolio, value $733,549.
13F-HR/A 0001772715-26-000007 filed by Prestige 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/A 13,007 sharesChange vs previous 13F +246 shares
0.16% of the 13F portfolio, value $754,537.
13F-HR/A 0001772715-26-000006 filed by Prestige 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 ended2024-12-3113F/A 12,761 sharesChange vs previous 13F +827 shares
0.14% of the 13F portfolio, value $681,585.
13F-HR/A 0001772715-26-000005 filed by Prestige 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 ended2024-09-3013F/A 11,934 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $756,855.
13F-HR/A 0001772715-26-000004 filed by Prestige Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).