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Disclosery

Private Wealth Management Group, LLC: TOPT position timeline

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

Private Wealth Management Group, LLC held 1,310 TOPT 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 1,310 shares
    Change vs previous 13F +101 shares

    0.01% of the 13F portfolio, value $43,139.

    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 1,209 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $34,602.

    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).