Private Wealth Management Group, LLC

SEC CIK: 0002011342
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

ASAN holding history

Asana, 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.

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

Shares (Q2 2026): 103
Value: $721
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2024

Holdings of ASAN by Private Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	103	$721	<0.1%	+103	New	Holders
Q2 2024	0	$0	0.0%	−76−100.0%	Sold out	Holders
Q1 2024	76	$1.18K	<0.1%	+76	New	Holders