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Disclosery

Private Wealth Group, LLC: SPTM position timeline

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

Private Wealth Group, LLC held 83,185 SPTM 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 83,185 shares
    Change vs previous 13F -4,449 shares

    2.92% of the 13F portfolio, value $7,552,343.

    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 87,634 shares
    Change vs previous 13F +5,974 shares

    3.23% of the 13F portfolio, value $6,928,324.

    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 81,660 shares
    Change vs previous 13F +4,650 shares

    3.23% of the 13F portfolio, value $6,736,929.

    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 77,010 shares
    Change vs previous 13F +3,948 shares

    3.09% of the 13F portfolio, value $6,210,836.

    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 73,062 shares
    Change vs previous 13F +53,265 shares

    2.91% of the 13F portfolio, value $5,471,613.

    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 19,797 shares
    Change vs previous 13F -572 shares

    0.79% of the 13F portfolio, value $1,346,394.

    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 20,369 shares
    Change vs previous 13F +600 shares

    0.71% of the 13F portfolio, value $1,454,958.

    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 19,769 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,385,016.

    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).