Skip to content
Disclosery

Private Wealth Management Group, LLC: CNC position timeline

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

Private Wealth Management Group, LLC held 256 CNC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256 shares
    Change vs previous 13F +79 shares

    <0.01% of the 13F portfolio, value $16,433.

    13F-HR 0002011342-26-000003 filed by Private Wealth Management 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 177 shares
    Change vs previous 13F -259 shares

    <0.01% of the 13F portfolio, value $5,795.

    13F-HR 0002011342-26-000002 filed by Private Wealth Management 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 436 shares
    Change vs previous 13F +255 shares

    <0.01% of the 13F portfolio, value $17,942.

    13F-HR 0002011342-26-000001 filed by Private Wealth Management 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 181 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $6,459.

    13F-HR 0002011342-25-000006 filed by Private Wealth Management 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 106 shares
    Change vs previous 13F -205 shares

    <0.01% of the 13F portfolio, value $5,754.

    13F-HR 0002011342-25-000004 filed by Private Wealth Management 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 311 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $18,881.

    13F-HR 0002011342-25-000003 filed by Private Wealth Management 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 360 shares
    Change vs previous 13F +200 shares

    0.01% of the 13F portfolio, value $21,809.

    13F-HR 0002011342-25-000001 filed by Private Wealth Management 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 160 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,045.

    13F-HR 0002011342-24-000005 filed by Private Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).