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Disclosery

Private Wealth Group, LLC: HDEF position timeline

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

Private Wealth Group, LLC held 7,739 HDEF shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,739 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $248,731.

    13F-HR 0001420506-26-001200 filed by Private Wealth 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/A 7,739 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $250,821.

    13F-HR/A 0001420506-26-000712 filed by Private Wealth 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 7,739 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $239,832.

    13F-HR 0001420506-26-000029 filed by Private Wealth 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 7,739 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $227,681.

    13F-HR 0001420506-25-002897 filed by Private Wealth 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 7,739 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $223,348.

    13F-HR 0001420506-25-001548 filed by Private Wealth 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 7,739 shares
    Change vs previous 13F +7,739 shares

    0.12% of the 13F portfolio, value $210,036.

    13F-HR 0001420506-25-000781 filed by Private Wealth 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 0 shares
    Change vs previous 13F -7,739 shares

    13F-HR 0001420506-25-000046 filed by Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 7,739 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $208,102.

    13F-HR 0001420506-24-002180 filed by Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).