Private Wealth Management Group, LLC

SEC CIK: 0002011342
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

BWIN holding history

Baldwin Insurance Group, 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.

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

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2025

Holdings of BWIN by Private Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−157−100.0%	Sold out	Holders
Q4 2025	157	$3.77K	<0.1%	+157	New	Holders