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Private Wealth Management Group, LLC: DFAT position timeline

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

Private Wealth Management Group, LLC held 69,376 DFAT 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 69,376 shares
    Change vs previous 13F -2,393 shares

    1.13% of the 13F portfolio, value $4,849,383.

    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 71,769 shares
    Change vs previous 13F -849 shares

    1.18% of the 13F portfolio, value $4,481,975.

    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 72,618 shares
    Change vs previous 13F -3,091 shares

    1.15% of the 13F portfolio, value $4,323,676.

    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 75,709 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $4,407,021.

    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 75,709 shares
    Change vs previous 13F -2,475 shares

    1.36% of the 13F portfolio, value $4,085,258.

    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 78,184 shares
    Change vs previous 13F -3,040 shares

    1.49% of the 13F portfolio, value $4,025,695.

    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 81,224 shares
    Change vs previous 13F -7,396 shares

    1.73% of the 13F portfolio, value $4,520,928.

    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 88,620 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $4,929,931.

    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).