Skip to content
Disclosery

Private Wealth Management Group, LLC: IGIB position timeline

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

Private Wealth Management Group, LLC held 50,810 IGIB 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 50,810 shares
    Change vs previous 13F -461 shares

    0.63% of the 13F portfolio, value $2,701,568.

    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 51,271 shares
    Change vs previous 13F -1,466 shares

    0.72% of the 13F portfolio, value $2,728,643.

    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 52,737 shares
    Change vs previous 13F +419 shares

    0.76% of the 13F portfolio, value $2,841,470.

    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 52,318 shares
    Change vs previous 13F +2,526 shares

    0.78% of the 13F portfolio, value $2,829,882.

    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 49,792 shares
    Change vs previous 13F +9,226 shares

    0.88% of the 13F portfolio, value $2,653,417.

    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 40,566 shares
    Change vs previous 13F +11,951 shares

    0.79% of the 13F portfolio, value $2,130,527.

    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 28,615 shares
    Change vs previous 13F +2,261 shares

    0.56% of the 13F portfolio, value $1,473,959.

    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 26,354 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,415,738.

    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).