Skip to content
Disclosery

Private Wealth Group, LLC: SPYM position timeline

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

Private Wealth Group, LLC held 790,173 SPYM 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 790,173 shares
    Change vs previous 13F +27,538 shares

    26.82% of the 13F portfolio, value $69,440,403.

    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 762,635 shares
    Change vs previous 13F +19,612 shares

    27.22% of the 13F portfolio, value $58,372,083.

    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 743,023 shares
    Change vs previous 13F +12,676 shares

    28.59% of the 13F portfolio, value $59,605,305.

    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 730,347 shares
    Change vs previous 13F +15,576 shares

    28.47% of the 13F portfolio, value $57,215,384.

    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 714,771 shares
    Change vs previous 13F +36,988 shares

    27.63% of the 13F portfolio, value $51,956,704.

    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 677,783 shares
    Change vs previous 13F -55,035 shares

    26.2% of the 13F portfolio, value $44,571,010.

    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 732,818 shares
    Change vs previous 13F +12,895 shares

    24.7% of the 13F portfolio, value $50,520,473.

    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 719,923 shares
    Change vs previous 13F not available

    24.3% of the 13F portfolio, value $48,602,002.

    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).