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Private Wealth Management Group, LLC

SEC CIK
0002011342
Latest filing
Jul 27, 2026

BILL holding history

BILL Holdings, 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.

BILL overviewAll 13F holders of BILLFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2023
Holdings of BILL by Private Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−55−100.0%Sold outHolders
Q1 202555$2.52K<0.1%−47−46.1%ReducedHolders
Q4 2024102$8.64K<0.1%00.0%UnchangedHolders
Q3 2024102$5.38K<0.1%+81+385.7%AddedHolders
Q2 202421$1.11K<0.1%+6+40.0%AddedHolders
Q1 202415$1.03K<0.1%−1−6.3%ReducedHolders
Q4 202316$1.31K<0.1%–No prior filingHolders