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Private Wealth Management Group, LLC: DFAU position timeline

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

Private Wealth Management Group, LLC held 708,536 DFAU 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 708,536 shares
    Change vs previous 13F +36,039 shares

    8.5% of the 13F portfolio, value $36,624,227.

    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 672,497 shares
    Change vs previous 13F +98,620 shares

    7.97% of the 13F portfolio, value $30,343,066.

    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 573,877 shares
    Change vs previous 13F +52,153 shares

    7.17% of the 13F portfolio, value $26,857,444.

    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 521,724 shares
    Change vs previous 13F +101,449 shares

    6.57% of the 13F portfolio, value $23,874,091.

    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 420,275 shares
    Change vs previous 13F +97,586 shares

    5.91% of the 13F portfolio, value $17,802,850.

    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 322,689 shares
    Change vs previous 13F +133,298 shares

    4.58% of the 13F portfolio, value $12,404,166.

    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 189,391 shares
    Change vs previous 13F +78,989 shares

    2.94% of the 13F portfolio, value $7,668,442.

    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 110,402 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $4,381,857.

    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).