Private Wealth Partners, LLC

SEC CIK: 0001335851
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CG holding history

Carlyle Group Inc. in every 13F filed by Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CG overview All 13F holders of CG Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q3 2025

Holdings of CG by Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−3,500−100.0%	Sold out	Holders
Q3 2025	3,500	$219.4K	<0.1%	+3,500	New	Holders