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Disclosery

Private Wealth Group, LLC: TDIV position timeline

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

Private Wealth Group, LLC held 96,271 TDIV 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 96,271 shares
    Change vs previous 13F -2,010 shares

    4.27% of the 13F portfolio, value $11,059,555.

    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 98,281 shares
    Change vs previous 13F +3,999 shares

    4.29% of the 13F portfolio, value $9,204,952.

    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 94,282 shares
    Change vs previous 13F +1,072 shares

    4.38% of the 13F portfolio, value $9,130,220.

    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 93,210 shares
    Change vs previous 13F -18,205 shares

    4.57% of the 13F portfolio, value $9,189,525.

    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 111,415 shares
    Change vs previous 13F +13,622 shares

    5.34% of the 13F portfolio, value $10,046,245.

    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 97,793 shares
    Change vs previous 13F -2,330 shares

    4.23% of the 13F portfolio, value $7,198,506.

    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 100,123 shares
    Change vs previous 13F +1,560 shares

    3.84% of the 13F portfolio, value $7,855,611.

    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 98,563 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $7,914,609.

    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).