Private Wealth Management Group, LLC
- SEC CIK
- 0002011342
- Latest filing
- Jul 27, 2026
RMR holding history
RMR Group 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.
RMR overviewAll 13F holders of RMRFull Q2 2026 holdings
- Shares (Q2 2026)
- 113
- Value
- $2.32K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 113 | $2.32K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 113 | $1.75K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 113 | $1.68K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 113 | $1.78K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 113 | $1.85K | <0.1% | +36+46.8% | Added | Holders |
| Q1 2025 | 77 | $1.28K | <0.1% | +77 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −73−100.0% | Sold out | Holders |
| Q3 2024 | 73 | $1.85K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 73 | $1.65K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 73 | $1.75K | <0.1% | +73 | New | Holders |