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Private Wealth Management Group, LLC

SEC CIK
0002011342
Latest filing
Jul 27, 2026

DT holding history

Dynatrace, 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.

DT overviewAll 13F holders of DTFull Q2 2026 holdings

Shares (Q2 2026)
53
Value
$2.33K
% of portfolio
<0.1%
Quarters held
4
Since Q2 2025
Holdings of DT by Private Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653$2.33K<0.1%−4−7.0%ReducedHolders
Q1 202657$2.11K<0.1%+53+1,325.0%AddedHolders
Q4 20254$174<0.1%+4NewHolders
Q3 20250$00.0%−2−100.0%Sold outHolders
Q2 20252$111<0.1%+2NewHolders