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Private Wealth Management Group, LLC: DFGX position timeline

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

Private Wealth Management Group, LLC held 635,640 DFGX 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 635,640 shares
    Change vs previous 13F +16,339 shares

    7.9% of the 13F portfolio, value $34,067,000.

    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 619,301 shares
    Change vs previous 13F +34,807 shares

    8.53% of the 13F portfolio, value $32,482,648.

    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 584,494 shares
    Change vs previous 13F +40,994 shares

    8.22% of the 13F portfolio, value $30,764,843.

    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 543,500 shares
    Change vs previous 13F not available

    8.07% of the 13F portfolio, value $29,327,261.

    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).