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Private Wealth Management Group, LLC: DFEM position timeline

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

Private Wealth Management Group, LLC held 550,557 DFEM 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 550,557 shares
    Change vs previous 13F -10,852 shares

    5.19% of the 13F portfolio, value $22,374,638.

    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 561,409 shares
    Change vs previous 13F +821 shares

    5.09% of the 13F portfolio, value $19,396,681.

    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 560,588 shares
    Change vs previous 13F +18,531 shares

    4.95% of the 13F portfolio, value $18,544,252.

    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 542,057 shares
    Change vs previous 13F +27,736 shares

    4.78% of the 13F portfolio, value $17,383,768.

    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 514,321 shares
    Change vs previous 13F +22,332 shares

    5.07% of the 13F portfolio, value $15,265,048.

    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 491,989 shares
    Change vs previous 13F +56,397 shares

    4.8% of the 13F portfolio, value $13,018,030.

    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 435,592 shares
    Change vs previous 13F +23,934 shares

    4.37% of the 13F portfolio, value $11,408,156.

    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 411,658 shares
    Change vs previous 13F not available

    4.58% of the 13F portfolio, value $11,588,173.

    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).