Private Wealth Management Group, LLC
- SEC CIK
- 0002011342
- Latest filing
- Jul 27, 2026
SLF holding history
Sun Life Financial 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.
SLF overviewAll 13F holders of SLFFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −797−100.0% | Sold out | Holders |
| Q4 2025 | 797 | $49.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 797 | $47.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 797 | $53.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 797 | $45.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 797 | $47.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 797 | $46.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 797 | $39.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 797 | $43.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 797 | $41.3K | <0.1% | – | No prior filing | Holders |