Skip to content
Disclosery

Prestige Wealth Management Group LLC: WM position timeline

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

Prestige Wealth Management Group LLC held 350 WM 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 350 shares
    Change vs previous 13F -1,444 shares

    0.01% of the 13F portfolio, value $78,033.

    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 1,794 shares
    Change vs previous 13F -34 shares

    0.08% of the 13F portfolio, value $412,268.

    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 1,828 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $401,650.

    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 1,878 shares
    Change vs previous 13F +71 shares

    0.08% of the 13F portfolio, value $414,736.

    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 1,807 shares
    Change vs previous 13F +444 shares

    0.08% of the 13F portfolio, value $413,492.

    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 1,363 shares
    Change vs previous 13F +43 shares

    0.07% of the 13F portfolio, value $315,559.

    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 1,320 shares
    Change vs previous 13F -431 shares

    0.06% of the 13F portfolio, value $266,462.

    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 1,751 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $363,605.

    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).