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Private Wealth Management Group, LLC: SLQD position timeline

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

Private Wealth Management Group, LLC held 22,225 SLQD 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 22,225 shares
    Change vs previous 13F +1,267 shares

    0.26% of the 13F portfolio, value $1,119,474.

    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 20,958 shares
    Change vs previous 13F +1,357 shares

    0.28% of the 13F portfolio, value $1,058,170.

    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 19,601 shares
    Change vs previous 13F +1,710 shares

    0.27% of the 13F portfolio, value $993,771.

    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 17,891 shares
    Change vs previous 13F +1,243 shares

    0.25% of the 13F portfolio, value $909,401.

    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 16,648 shares
    Change vs previous 13F +655 shares

    0.28% of the 13F portfolio, value $842,223.

    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 15,993 shares
    Change vs previous 13F +1,877 shares

    0.3% of the 13F portfolio, value $804,129.

    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 14,116 shares
    Change vs previous 13F +2,358 shares

    0.27% of the 13F portfolio, value $702,130.

    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 11,758 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $592,956.

    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).