Private Wealth Management Group, LLC
- SEC CIK
- 0002011342
- Latest filing
- Jul 27, 2026
VERX holding history
Vertex, 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.
VERX overviewAll 13F holders of VERXFull Q2 2026 holdings
- Shares (Q2 2026)
- 100
- Value
- $1.15K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 100 | $1.15K | <0.1% | −259−72.1% | Reduced | Holders |
| Q1 2026 | 359 | $4.27K | <0.1% | +359 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −47−100.0% | Sold out | Holders |
| Q3 2025 | 47 | $1.17K | <0.1% | −3−6.0% | Reduced | Holders |
| Q2 2025 | 50 | $1.77K | <0.1% | +50 | New | Holders |