Skip to content
Disclosery

Private Wealth Group, LLC: SPYV position timeline

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

Private Wealth Group, LLC held 221,416 SPYV 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 221,416 shares
    Change vs previous 13F +15,842 shares

    5.2% of the 13F portfolio, value $13,459,879.

    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 205,574 shares
    Change vs previous 13F +7,059 shares

    5.42% of the 13F portfolio, value $11,631,377.

    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 198,515 shares
    Change vs previous 13F +9,005 shares

    5.41% of the 13F portfolio, value $11,277,637.

    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 189,510 shares
    Change vs previous 13F +11,292 shares

    5.22% of the 13F portfolio, value $10,485,588.

    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 178,218 shares
    Change vs previous 13F +15,611 shares

    4.96% of the 13F portfolio, value $9,327,930.

    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 162,607 shares
    Change vs previous 13F -108,046 shares

    4.88% of the 13F portfolio, value $8,304,340.

    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 270,653 shares
    Change vs previous 13F +7,751 shares

    6.77% of the 13F portfolio, value $13,841,194.

    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 262,902 shares
    Change vs previous 13F not available

    6.95% of the 13F portfolio, value $13,897,000.

    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).