Private Wealth Management Group, LLC

SEC CIK: 0002011342
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

HTO holding history

H2O America 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.

HTO overview All 13F holders of HTO Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2024

Holdings of HTO by Private Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−80−100.0%	Sold out	Holders
Q4 2024	80	$3.94K	<0.1%	−47−37.0%	Reduced	Holders
Q3 2024	127	$7.38K	<0.1%	00.0%	Unchanged	Holders
Q2 2024	127	$6.89K	<0.1%	+127	New	Holders