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Private Wealth Management Group, LLC: SUSC position timeline

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

Private Wealth Management Group, LLC held 55,901 SUSC 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 55,901 shares
    Change vs previous 13F +3,760 shares

    0.3% of the 13F portfolio, value $1,294,187.

    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 52,141 shares
    Change vs previous 13F +1,285 shares

    0.32% of the 13F portfolio, value $1,206,423.

    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 50,856 shares
    Change vs previous 13F +1,612 shares

    0.32% of the 13F portfolio, value $1,189,253.

    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 49,244 shares
    Change vs previous 13F +3,306 shares

    0.32% of the 13F portfolio, value $1,160,189.

    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 45,938 shares
    Change vs previous 13F -642 shares

    0.35% of the 13F portfolio, value $1,067,140.

    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 46,580 shares
    Change vs previous 13F -2,436 shares

    0.4% of the 13F portfolio, value $1,074,135.

    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 49,016 shares
    Change vs previous 13F +785 shares

    0.43% of the 13F portfolio, value $1,113,644.

    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 48,231 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,147,416.

    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).