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Private Wealth Management Group, LLC: ESGE position timeline

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

Private Wealth Management Group, LLC held 10,902 ESGE 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 10,902 shares
    Change vs previous 13F -6,454 shares

    0.14% of the 13F portfolio, value $596,231.

    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 17,356 shares
    Change vs previous 13F -257 shares

    0.21% of the 13F portfolio, value $789,178.

    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 17,613 shares
    Change vs previous 13F +164 shares

    0.21% of the 13F portfolio, value $777,967.

    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 17,449 shares
    Change vs previous 13F -466 shares

    0.21% of the 13F portfolio, value $757,636.

    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 17,915 shares
    Change vs previous 13F -272 shares

    0.23% of the 13F portfolio, value $701,731.

    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 18,187 shares
    Change vs previous 13F -218 shares

    0.23% of the 13F portfolio, value $635,636.

    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 18,405 shares
    Change vs previous 13F +481 shares

    0.24% of the 13F portfolio, value $614,543.

    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 17,924 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $652,613.

    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).