Private Wealth Management Group, LLC
- SEC CIK
- 0002011342
- Latest filing
- Jul 27, 2026
RLI holding history
Rli Corp 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.
RLI overviewAll 13F holders of RLIFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −101−100.0% | Sold out | Holders |
| Q1 2026 | 101 | $5.76K | <0.1% | +51+102.0% | Added | Holders |
| Q4 2025 | 50 | $3.20K | <0.1% | +16+47.1% | Added | Holders |
| Q3 2025 | 34 | $2.22K | <0.1% | −41−54.7% | Reduced | Holders |
| Q2 2025 | 75 | $5.42K | <0.1% | +41+120.6% | Added | Holders |
| Q1 2025 | 34 | $2.73K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | Holders |
| Q4 2024 | 17 | $2.80K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 17 | $2.63K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 17 | $2.39K | <0.1% | +17 | New | Holders |