Skip to main content

Private Wealth Management Group, LLC

SEC CIK
0002011342
Latest filing
Jul 27, 2026

CADE holding history

Cadence Bancorporation 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.

CADE overviewAll 13F holders of CADEFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2023
Holdings of CADE by Private Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−176−100.0%Sold outHolders
Q4 2025176$7.54K<0.1%00.0%UnchangedHolders
Q3 2025176$6.61K<0.1%00.0%UnchangedHolders
Q2 2025176$5.63K<0.1%00.0%UnchangedHolders
Q1 2025176$5.34K<0.1%00.0%UnchangedHolders
Q4 2024176$6.06K<0.1%00.0%UnchangedHolders
Q3 2024176$5.61K<0.1%00.0%UnchangedHolders
Q2 2024176$4.98K<0.1%00.0%UnchangedHolders
Q1 2024176$5.10K<0.1%00.0%UnchangedHolders
Q4 2023176$5.21K<0.1%–No prior filingHolders