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Private Wealth Management Group, LLC: DFIC position timeline

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

Private Wealth Management Group, LLC held 577,510 DFIC 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 577,510 shares
    Change vs previous 13F -3,274 shares

    4.99% of the 13F portfolio, value $21,518,023.

    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 580,784 shares
    Change vs previous 13F -15,493 shares

    5.42% of the 13F portfolio, value $20,635,257.

    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 596,277 shares
    Change vs previous 13F -2,406 shares

    5.49% of the 13F portfolio, value $20,547,706.

    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 598,683 shares
    Change vs previous 13F +56 shares

    5.4% of the 13F portfolio, value $19,630,817.

    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 598,627 shares
    Change vs previous 13F -7,787 shares

    6.18% of the 13F portfolio, value $18,611,314.

    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 606,414 shares
    Change vs previous 13F +6,754 shares

    6.21% of the 13F portfolio, value $16,840,118.

    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 599,660 shares
    Change vs previous 13F -5,726 shares

    5.93% of the 13F portfolio, value $15,498,214.

    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 605,386 shares
    Change vs previous 13F not available

    6.73% of the 13F portfolio, value $17,035,563.

    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).