Private Wealth Management Group, LLC

SEC CIK: 0002011342
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

AI holding history

C3.ai, Inc. in every 13F filed by Private Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q2 2026): 550
Value: $5.00K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2023

Holdings of AI by Private Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	550	$5.00K	<0.1%	+550	New	Holders
Q2 2024	0	$0	0.0%	−147−100.0%	Sold out	Holders
Q1 2024	147	$3.98K	<0.1%	+85+137.1%	Added	Holders
Q4 2023	62	$1.78K	<0.1%	–	No prior filing	Holders