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Disclosery

Private Wealth Group, LLC: SPSB position timeline

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

Private Wealth Group, LLC held 57,775 SPSB 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 57,775 shares
    Change vs previous 13F +6,022 shares

    0.67% of the 13F portfolio, value $1,733,828.

    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 51,753 shares
    Change vs previous 13F +1,620 shares

    0.73% of the 13F portfolio, value $1,556,213.

    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 50,133 shares
    Change vs previous 13F +11,878 shares

    0.73% of the 13F portfolio, value $1,514,017.

    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 38,255 shares
    Change vs previous 13F -5,689 shares

    0.58% of the 13F portfolio, value $1,158,744.

    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 43,944 shares
    Change vs previous 13F +172 shares

    0.71% of the 13F portfolio, value $1,326,669.

    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 43,772 shares
    Change vs previous 13F -3,927 shares

    0.77% of the 13F portfolio, value $1,317,537.

    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 47,699 shares
    Change vs previous 13F -901 shares

    0.7% of the 13F portfolio, value $1,424,292.

    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 48,600 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,471,593.

    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).