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Private Wealth Management Group, LLC: VEA position timeline

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

Private Wealth Management Group, LLC held 37,789 VEA 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 37,789 shares
    Change vs previous 13F -1,193 shares

    0.62% of the 13F portfolio, value $2,692,467.

    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 38,982 shares
    Change vs previous 13F -628 shares

    0.66% of the 13F portfolio, value $2,497,967.

    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 39,610 shares
    Change vs previous 13F -1,986 shares

    0.66% of the 13F portfolio, value $2,474,437.

    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 41,596 shares
    Change vs previous 13F -1,928 shares

    0.69% of the 13F portfolio, value $2,492,433.

    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 43,524 shares
    Change vs previous 13F -396 shares

    0.82% of the 13F portfolio, value $2,481,304.

    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 43,920 shares
    Change vs previous 13F +2,327 shares

    0.82% of the 13F portfolio, value $2,232,454.

    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 41,593 shares
    Change vs previous 13F -1,341 shares

    0.76% of the 13F portfolio, value $1,988,978.

    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 42,934 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,267,345.

    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).