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Private Wealth Management Group, LLC

SEC CIK
0002011342
Latest filing
Jul 27, 2026

CCC holding history

CCC Intelligent Solutions 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.

CCC overviewAll 13F holders of CCCFull Q2 2026 holdings

Shares (Q2 2026)
152
Value
$785
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of CCC by Private Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026152$785<0.1%+51+50.5%AddedHolders
Q1 2026101$606<0.1%−84−45.4%ReducedHolders
Q4 2025185$1.47K<0.1%−174−48.5%ReducedHolders
Q3 2025359$3.27K<0.1%00.0%UnchangedHolders
Q2 2025359$3.38K<0.1%+359NewHolders
Q1 20250$00.0%−161−100.0%Sold outHolders
Q4 2024161$1.89K<0.1%00.0%UnchangedHolders
Q3 2024161$1.78K<0.1%+161NewHolders