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Disclosery

Private Wealth Group, LLC: SPMD position timeline

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

Private Wealth Group, LLC held 145,167 SPMD 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 145,167 shares
    Change vs previous 13F +17,059 shares

    3.79% of the 13F portfolio, value $9,807,483.

    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 128,108 shares
    Change vs previous 13F +1,544 shares

    3.54% of the 13F portfolio, value $7,586,556.

    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 126,564 shares
    Change vs previous 13F +3,006 shares

    3.52% of the 13F portfolio, value $7,329,321.

    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 123,558 shares
    Change vs previous 13F -10,712 shares

    3.52% of the 13F portfolio, value $7,066,282.

    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 134,270 shares
    Change vs previous 13F -24,263 shares

    3.88% of the 13F portfolio, value $7,301,575.

    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 158,533 shares
    Change vs previous 13F -66 shares

    4.77% of the 13F portfolio, value $8,113,693.

    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 158,599 shares
    Change vs previous 13F +4,432 shares

    4.24% of the 13F portfolio, value $8,673,752.

    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 154,167 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $8,429,852.

    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).