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Private Wealth Management Group, LLC

SEC CIK
0002011342
Latest filing
Jul 27, 2026

BASE holding history

Couchbase, 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.

BASE overviewAll 13F holders of BASEFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2023
Holdings of BASE by Private Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−95−100.0%Sold outHolders
Q4 202495$1.48K<0.1%−15−13.6%ReducedHolders
Q3 2024110$1.77K<0.1%00.0%UnchangedHolders
Q2 2024110$2.01K<0.1%−56−33.7%ReducedHolders
Q1 2024166$4.37K<0.1%+56+50.9%AddedHolders
Q4 2023110$2.48K<0.1%–No prior filingHolders