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Private Wealth Management Group, LLC: SUB position timeline

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

Private Wealth Management Group, LLC held 49,225 SUB 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 49,225 shares
    Change vs previous 13F +652 shares

    1.22% of the 13F portfolio, value $5,240,986.

    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 48,573 shares
    Change vs previous 13F +1,188 shares

    1.36% of the 13F portfolio, value $5,173,025.

    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 47,385 shares
    Change vs previous 13F +869 shares

    1.35% of the 13F portfolio, value $5,055,980.

    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 46,516 shares
    Change vs previous 13F +322 shares

    1.37% of the 13F portfolio, value $4,966,979.

    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 46,194 shares
    Change vs previous 13F -1,278 shares

    1.63% of the 13F portfolio, value $4,912,270.

    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 47,472 shares
    Change vs previous 13F -3,152 shares

    1.85% of the 13F portfolio, value $5,013,044.

    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 50,624 shares
    Change vs previous 13F +705 shares

    2.04% of the 13F portfolio, value $5,339,820.

    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 49,919 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $5,300,899.

    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).