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Private Wealth Management Group, LLC: MUB position timeline

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

Private Wealth Management Group, LLC held 65,597 MUB 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 65,597 shares
    Change vs previous 13F -1,183 shares

    1.64% of the 13F portfolio, value $7,059,550.

    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 66,780 shares
    Change vs previous 13F -3,780 shares

    1.86% of the 13F portfolio, value $7,088,697.

    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 70,560 shares
    Change vs previous 13F -937 shares

    2.02% of the 13F portfolio, value $7,557,682.

    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 71,497 shares
    Change vs previous 13F -5,463 shares

    2.1% of the 13F portfolio, value $7,613,716.

    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 76,960 shares
    Change vs previous 13F -13,517 shares

    2.67% of the 13F portfolio, value $8,040,781.

    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 90,477 shares
    Change vs previous 13F -6,658 shares

    3.52% of the 13F portfolio, value $9,539,895.

    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 97,135 shares
    Change vs previous 13F -13,465 shares

    3.96% of the 13F portfolio, value $10,349,735.

    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 110,600 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $12,014,478.

    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).