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Private Wealth Management Group, LLC: DFAI position timeline

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

Private Wealth Management Group, LLC held 462,505 DFAI 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 462,505 shares
    Change vs previous 13F +22,591 shares

    4.43% of the 13F portfolio, value $19,078,332.

    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 439,914 shares
    Change vs previous 13F +37,292 shares

    4.5% of the 13F portfolio, value $17,139,051.

    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 402,622 shares
    Change vs previous 13F +60,500 shares

    4.1% of the 13F portfolio, value $15,343,925.

    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 342,122 shares
    Change vs previous 13F +59,311 shares

    3.42% of the 13F portfolio, value $12,436,136.

    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 282,811 shares
    Change vs previous 13F +44,915 shares

    3.25% of the 13F portfolio, value $9,776,778.

    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 237,896 shares
    Change vs previous 13F +98,387 shares

    2.74% of the 13F portfolio, value $7,429,493.

    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 139,509 shares
    Change vs previous 13F +75,333 shares

    1.56% of the 13F portfolio, value $4,073,663.

    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 64,176 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,039,514.

    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).