Private Wealth Management Group, LLC: OFIX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Management Group, LLC on OFIX, newest first. How the timeline and the estimate are built.
Private Wealth Management Group, LLC held 73 OFIX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 73 sharesChange vs previous 13F +73 shares
<0.01% of the 13F portfolio, value $668.
13F-HR 0002011342-26-000003 filed by Private Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -190 shares
13F-HR 0002011342-25-000004 filed by Private Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 190 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $3,099.
13F-HR 0002011342-25-000003 filed by Private Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 190 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $3,318.
13F-HR 0002011342-25-000001 filed by Private Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 190 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $2,968.
13F-HR 0002011342-24-000005 filed by Private Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).