Private Wealth Management Group, LLC
- SEC CIK
- 0002011342
- Latest filing
- Jul 27, 2026
FIVN holding history
Five9, 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.
FIVN overviewAll 13F holders of FIVNFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −57−100.0% | Sold out | Holders |
| Q1 2025 | 57 | $1.55K | <0.1% | −30−34.5% | Reduced | Holders |
| Q4 2024 | 87 | $3.54K | <0.1% | +48+123.1% | Added | Holders |
| Q3 2024 | 39 | $1.12K | <0.1% | +14+56.0% | Added | Holders |
| Q2 2024 | 25 | $1.10K | <0.1% | +8+47.1% | Added | Holders |
| Q1 2024 | 17 | $1.06K | <0.1% | +17 | New | Holders |