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Disclosery

Private Wealth Group, LLC: SPY position timeline

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

Private Wealth Group, LLC held 4,994 SPY 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 4,994 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $3,729,369.

    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 4,994 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $3,247,798.

    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 4,994 shares
    Change vs previous 13F 0 shares

    1.63% of the 13F portfolio, value $3,405,508.

    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 4,994 shares
    Change vs previous 13F +146 shares

    1.66% of the 13F portfolio, value $3,326,903.

    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 4,848 shares
    Change vs previous 13F 0 shares

    1.59% of the 13F portfolio, value $2,995,337.

    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 4,848 shares
    Change vs previous 13F -4 shares

    1.59% of the 13F portfolio, value $2,711,923.

    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 4,852 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $2,843,660.

    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 4,852 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,783,884.

    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).