Private Wealth Management Group, LLC

SEC CIK: 0002011342
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

MTRX holding history

Matrix Service Co 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.

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

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of MTRX by Private Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−87−100.0%	Sold out	Holders
Q2 2025	87	$1.18K	<0.1%	+6+7.4%	Added	Holders
Q1 2025	81	$1.01K	<0.1%	−6−6.9%	Reduced	Holders
Q4 2024	87	$1.04K	<0.1%	+87	New	Holders