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Private Wealth Management Group, LLC: VGIT position timeline

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

Private Wealth Management Group, LLC held 412,992 VGIT 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 412,992 shares
    Change vs previous 13F +13,026 shares

    5.65% of the 13F portfolio, value $24,358,290.

    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 399,966 shares
    Change vs previous 13F +19,225 shares

    6.25% of the 13F portfolio, value $23,817,998.

    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 380,741 shares
    Change vs previous 13F +22,476 shares

    6.09% of the 13F portfolio, value $22,817,831.

    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 358,265 shares
    Change vs previous 13F +17,428 shares

    5.92% of the 13F portfolio, value $21,506,671.

    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 340,837 shares
    Change vs previous 13F +9,030 shares

    6.77% of the 13F portfolio, value $20,385,483.

    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 331,807 shares
    Change vs previous 13F +16,253 shares

    7.27% of the 13F portfolio, value $19,709,358.

    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 315,554 shares
    Change vs previous 13F +9,646 shares

    7.01% of the 13F portfolio, value $18,302,154.

    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 305,908 shares
    Change vs previous 13F not available

    7.3% of the 13F portfolio, value $18,482,988.

    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).