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Private Wealth Management Group, LLC: DFUS position timeline

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

Private Wealth Management Group, LLC held 172,340 DFUS 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 172,340 shares
    Change vs previous 13F -3,141 shares

    3.28% of the 13F portfolio, value $14,121,540.

    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 175,481 shares
    Change vs previous 13F -8,990 shares

    3.27% of the 13F portfolio, value $12,443,358.

    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 184,471 shares
    Change vs previous 13F -705 shares

    3.65% of the 13F portfolio, value $13,682,215.

    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 185,176 shares
    Change vs previous 13F -1,500 shares

    3.69% of the 13F portfolio, value $13,414,150.

    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 186,676 shares
    Change vs previous 13F -18,530 shares

    4.16% of the 13F portfolio, value $12,511,026.

    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 205,206 shares
    Change vs previous 13F +7,735 shares

    4.58% of the 13F portfolio, value $12,410,859.

    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 197,471 shares
    Change vs previous 13F -1,510 shares

    4.82% of the 13F portfolio, value $12,588,777.

    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 198,981 shares
    Change vs previous 13F not available

    4.89% of the 13F portfolio, value $12,376,619.

    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).