Current Market Value 188,020,379
Current Holdings 63
Most Recent File Date 2025-07-22
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Private Wealth Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-22 2025-06-30 13F-HR 63 188,020
2025-04-16 2025-03-31 13F-HR 58 170,104
2025-01-17 2024-12-31 13F-HR 65 204,537
2024-10-29 2024-09-30 13F-HR 63 200,047
2024-07-24 2024-06-30 13F-HR 59 190,398
2024-04-25 2024-03-31 13F-HR 60 192,942
2024-01-26 2023-12-31 13F-HR 55 176,231
2023-11-14 2023-09-30 13F-HR 52 152,628
2023-08-10 2023-06-30 13F-HR 51 97,161
2023-05-02 2023-03-31 13F-HR 51 72,680
2023-02-06 2022-12-31 13F-HR 55 70,441
2022-10-12 2022-09-30 13F-HR 40 63,983
2022-07-13 2022-06-30 13F-HR 42 80,776
2022-04-13 2022-03-31 13F-HR 46 135,907
2022-01-18 2021-12-31 13F-HR 41 147,558
2021-10-27 2021-09-30 13F-HR 39 151,444
2021-08-06 2021-06-30 13F-HR 38 151,146
2021-05-03 2021-03-31 13F-HR 35 140,018
2021-02-01 2020-12-31 13F-HR 34 120,075
2020-11-06 2020-09-30 13F-HR 32 123,316
2020-07-31 2020-06-30 13F-HR 27 121,808
2020-05-12 2020-03-31 13F-HR 27 85,102
2020-01-21 2019-12-31 13F-HR 31 96,142
2019-10-15 2019-09-30 13F-HR 31 111,660
2019-07-30 2019-06-30 13F-HR 26 109,837
2019-04-25 2019-03-31 13F-HR 27 109,042
2019-02-07 2018-12-31 13F-HR 21 101,938
2018-11-13 2018-09-30 13F-HR 24 97,103
2019-03-07 2018-06-30 13F-HR 26 104,940
2019-03-07 2018-03-31 13F-HR 18 58,826
2019-03-07 2017-12-31 13F-HR 23 86,764