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Prestige Wealth Management Group LLC: QGRW position timeline

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

Prestige Wealth Management Group LLC held 360,786 QGRW 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 360,786 shares
    Change vs previous 13F +1,521 shares

    4.33% of the 13F portfolio, value $23,822,700.

    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 359,265 shares
    Change vs previous 13F -23,346 shares

    3.77% of the 13F portfolio, value $19,195,529.

    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 382,611 shares
    Change vs previous 13F -115 shares

    4.28% of the 13F portfolio, value $22,447,788.

    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 382,726 shares
    Change vs previous 13F -8,977 shares

    4.24% of the 13F portfolio, value $21,953,164.

    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 391,703 shares
    Change vs previous 13F +8,678 shares

    4.2% of the 13F portfolio, value $20,583,993.

    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 383,025 shares
    Change vs previous 13F -43,125 shares

    3.59% of the 13F portfolio, value $16,814,798.

    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 426,150 shares
    Change vs previous 13F -4,458 shares

    4.37% of the 13F portfolio, value $20,992,149.

    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 430,608 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $19,646,492.

    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).