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Private Wealth Management Group, LLC: DFSV position timeline

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

Private Wealth Management Group, LLC held 321,963 DFSV 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 321,963 shares
    Change vs previous 13F -15,936 shares

    2.9% of the 13F portfolio, value $12,488,946.

    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 337,899 shares
    Change vs previous 13F -32,936 shares

    3.11% of the 13F portfolio, value $11,839,982.

    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 370,835 shares
    Change vs previous 13F -22,517 shares

    3.26% of the 13F portfolio, value $12,196,764.

    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 393,352 shares
    Change vs previous 13F -11,238 shares

    3.45% of the 13F portfolio, value $12,524,329.

    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 404,590 shares
    Change vs previous 13F +7,328 shares

    3.96% of the 13F portfolio, value $11,907,085.

    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 397,262 shares
    Change vs previous 13F -14,258 shares

    4.13% of the 13F portfolio, value $11,182,927.

    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 411,520 shares
    Change vs previous 13F -73,642 shares

    4.85% of the 13F portfolio, value $12,666,587.

    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 485,162 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $14,942,990.

    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).