Private Wealth Management Group, LLC

SEC CIK: 0002011342
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

UVSP holding history

Univest Financial 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.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of UVSP by Private Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−75−100.0%	Sold out	Holders
Q1 2024	75	$1.56K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	75	$1.65K	<0.1%	–	No prior filing	Holders