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Disclosery

Private Wealth Group, LLC: SPSM position timeline

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

Private Wealth Group, LLC held 183,563 SPSM 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 183,563 shares
    Change vs previous 13F +31,500 shares

    4.09% of the 13F portfolio, value $10,586,064.

    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 152,063 shares
    Change vs previous 13F +2,028 shares

    3.43% of the 13F portfolio, value $7,347,672.

    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 150,035 shares
    Change vs previous 13F +2,159 shares

    3.37% of the 13F portfolio, value $7,030,628.

    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 147,876 shares
    Change vs previous 13F -2,572 shares

    3.41% of the 13F portfolio, value $6,849,605.

    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 150,448 shares
    Change vs previous 13F -30,817 shares

    3.41% of the 13F portfolio, value $6,409,085.

    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 181,265 shares
    Change vs previous 13F -905 shares

    4.34% of the 13F portfolio, value $7,388,361.

    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 182,170 shares
    Change vs previous 13F +4,556 shares

    4% of the 13F portfolio, value $8,183,076.

    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 177,614 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $8,083,213.

    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).