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Private Wealth Management Group, LLC: DFGR position timeline

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

Private Wealth Management Group, LLC held 618,649 DFGR 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 618,649 shares
    Change vs previous 13F +10,483 shares

    4.16% of the 13F portfolio, value $17,922,262.

    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 608,166 shares
    Change vs previous 13F +38,840 shares

    4.24% of the 13F portfolio, value $16,165,054.

    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 569,326 shares
    Change vs previous 13F +23,111 shares

    4.02% of the 13F portfolio, value $15,041,594.

    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 546,215 shares
    Change vs previous 13F +35,042 shares

    4.11% of the 13F portfolio, value $14,917,133.

    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 511,173 shares
    Change vs previous 13F +13,493 shares

    4.56% of the 13F portfolio, value $13,714,773.

    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 497,680 shares
    Change vs previous 13F +33,730 shares

    4.82% of the 13F portfolio, value $13,069,078.

    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 463,950 shares
    Change vs previous 13F +17,065 shares

    4.54% of the 13F portfolio, value $11,849,284.

    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 446,885 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $12,897,102.

    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).