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Private Wealth Management Group, LLC: DFAC position timeline

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

Private Wealth Management Group, LLC held 929,843 DFAC 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 929,843 shares
    Change vs previous 13F -3,304 shares

    9.57% of the 13F portfolio, value $41,247,836.

    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 933,147 shares
    Change vs previous 13F -1,389 shares

    9.52% of the 13F portfolio, value $36,262,093.

    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 934,536 shares
    Change vs previous 13F +5,775 shares

    9.88% of the 13F portfolio, value $36,998,281.

    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 928,761 shares
    Change vs previous 13F +3,489 shares

    9.86% of the 13F portfolio, value $35,822,313.

    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 925,272 shares
    Change vs previous 13F +1,299 shares

    11.02% of the 13F portfolio, value $33,161,750.

    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 923,973 shares
    Change vs previous 13F +4,908 shares

    11.25% of the 13F portfolio, value $30,481,870.

    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 919,065 shares
    Change vs previous 13F +5,476 shares

    12.17% of the 13F portfolio, value $31,790,459.

    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 913,589 shares
    Change vs previous 13F not available

    12.37% of the 13F portfolio, value $31,326,968.

    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).