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Private Wealth Management Group, LLC: DISV position timeline

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

Private Wealth Management Group, LLC held 223,006 DISV 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 223,006 shares
    Change vs previous 13F -6,068 shares

    2.08% of the 13F portfolio, value $8,949,232.

    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 229,074 shares
    Change vs previous 13F -21,113 shares

    2.37% of the 13F portfolio, value $9,034,680.

    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 250,187 shares
    Change vs previous 13F -25,431 shares

    2.54% of the 13F portfolio, value $9,507,106.

    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 275,618 shares
    Change vs previous 13F -17,354 shares

    2.71% of the 13F portfolio, value $9,836,807.

    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 292,972 shares
    Change vs previous 13F -19,932 shares

    3.2% of the 13F portfolio, value $9,641,709.

    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 312,904 shares
    Change vs previous 13F -10,388 shares

    3.36% of the 13F portfolio, value $9,111,765.

    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 323,292 shares
    Change vs previous 13F -39,842 shares

    3.29% of the 13F portfolio, value $8,589,869.

    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 363,134 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $10,552,675.

    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).