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Private Wealth Management Group, LLC

SEC CIK
0002011342
Latest filing
Jul 27, 2026

RGP holding history

Resources Connection, 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.

RGP overviewAll 13F holders of RGPFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2024
Holdings of RGP by Private Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−892−100.0%Sold outHolders
Q3 2025892$4.50K<0.1%+427+91.8%AddedHolders
Q2 2025465$2.50K<0.1%+465NewHolders
Q1 20250$00.0%−711−100.0%Sold outHolders
Q4 2024711$6.07K<0.1%+711NewHolders