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Disclosery

Private Wealth Group, LLC: SPAB position timeline

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

Private Wealth Group, LLC held 95,287 SPAB 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 95,287 shares
    Change vs previous 13F +12,249 shares

    0.94% of the 13F portfolio, value $2,431,724.

    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 83,038 shares
    Change vs previous 13F +3,091 shares

    0.99% of the 13F portfolio, value $2,127,434.

    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 79,947 shares
    Change vs previous 13F +1,153 shares

    0.99% of the 13F portfolio, value $2,058,635.

    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 78,794 shares
    Change vs previous 13F -2,210 shares

    1.01% of the 13F portfolio, value $2,036,825.

    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 81,004 shares
    Change vs previous 13F -2,627 shares

    1.1% of the 13F portfolio, value $2,073,702.

    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 83,631 shares
    Change vs previous 13F -6,041 shares

    1.26% of the 13F portfolio, value $2,135,936.

    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 89,672 shares
    Change vs previous 13F -3,682 shares

    1.1% of the 13F portfolio, value $2,240,903.

    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).

  8. period ended2024-09-30
    13F 93,354 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,440,260.

    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).