Private Wealth Management Group, LLC
- SEC CIK
- 0002011342
- Latest filing
- Jul 27, 2026
FORR holding history
Forrester Research, 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.
FORR overviewAll 13F holders of FORRFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −169−100.0% | Sold out | Holders |
| Q3 2025 | 169 | $1.79K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 169 | $1.67K | <0.1% | +115+213.0% | Added | Holders |
| Q1 2025 | 54 | $499 | <0.1% | +54 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −61−100.0% | Sold out | Holders |
| Q3 2024 | 61 | $1.10K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 61 | $1.04K | <0.1% | −13−17.6% | Reduced | Holders |
| Q1 2024 | 74 | $1.60K | <0.1% | +74 | New | Holders |