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Disclosery

Private Wealth Group, LLC: SPDW position timeline

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

Private Wealth Group, LLC held 52,122 SPDW 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 52,122 shares
    Change vs previous 13F +3,257 shares

    1.01% of the 13F portfolio, value $2,626,428.

    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 48,865 shares
    Change vs previous 13F +957 shares

    1.04% of the 13F portfolio, value $2,230,687.

    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 47,908 shares
    Change vs previous 13F +993 shares

    1.02% of the 13F portfolio, value $2,127,594.

    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 46,915 shares
    Change vs previous 13F +34,542 shares

    1% of the 13F portfolio, value $2,007,493.

    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 12,373 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $500,983.

    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).