Private Wealth Management Group, LLC

SEC CIK: 0002011342
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

INTA holding history

Intapp, 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.

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

Shares (Q2 2026): 220
Value: $5.55K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of INTA by Private Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	220	$5.55K	<0.1%	+43+24.3%	Added	Holders
Q1 2026	177	$4.55K	<0.1%	+177	New	Holders
Q4 2025	0	$0	0.0%	−43−100.0%	Sold out	Holders
Q3 2025	43	$1.76K	<0.1%	+43	New	Holders