Filer Snapshot

Private Wealth Group, LLC

CIK 0001512780. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

37

Latest Filing

23 Apr 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR/A filed on 23 Apr 2026 for CIK 0001512780.

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Business address
4902 Eisenhower Blvd, Suite 150, Tampa, FL, 33634
Top securities (13F)
SPYM, SGOV, SPTS, SPYV, TDIV, RSP, SPMD, SDY, SPSM, BRKB, SPTM, SPYG, SPTI, SPY, SPTL, QQQ, XNTK, XLP, VOO, and SPDW
State of incorporation
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Private Wealth Group, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $214.45M across 71 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SPYM at $58.37M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 71 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 23 Apr 2026

SPYM

27.2%

Spdr Series Trust

$58.37M

SGOV

8.7%

Ishares Tr

$18.67M

SPTS

5.9%

Spdr Series Trust

$12.58M

SPYV

5.4%

Spdr Series Trust

$11.63M

TDIV

4.3%

First Tr Exchange Traded Fd

$9.2M

Latest update

What changed recently for Private Wealth Group, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

23 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 23 Apr 2026.

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Benchmark Context

Benchmark context for this company

Private Wealth Group, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Filer Overview

Private Wealth Group, LLC has filed 37 SEC EDGAR filings since 13 Nov 2018. Common forms include 13F-HR/A, 13F-HR, N-PX.

Private Wealth Group, LLC SEC filings Private Wealth Group, LLC 13F portfolio

Latest Filings

Recent SEC filings for Private Wealth Group, LLC with direct links to document and filing folders.

13F-HR/A File 028-18931

13F-HR/A filing

Filing date
23 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
10 Apr 2026
Reporting date
31 Mar 2026
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13F-HR File 028-18931

13F-HR filing

Filing date
12 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-18931

13F-HR filing

Filing date
22 Oct 2025
Reporting date
30 Sep 2025
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N-PX File 028-18931

N-PX filing

Filing date
25 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-18931

13F-HR filing

Filing date
22 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-18931

13F-HR filing

Filing date
16 Apr 2025
Reporting date
31 Mar 2025
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13F-HR File 028-18931

13F-HR filing

Filing date
17 Jan 2025
Reporting date
31 Dec 2024
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13F-HR File 028-18931

13F-HR filing

Filing date
29 Oct 2024
Reporting date
30 Sep 2024
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N-PX File 028-18931

N-PX filing

Filing date
28 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-18931

13F-HR filing

Filing date
24 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-18931

13F-HR filing

Filing date
25 Apr 2024
Reporting date
31 Mar 2024
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13F-HR File 028-18931

13F-HR filing

Filing date
26 Jan 2024
Reporting date
31 Dec 2023
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13F-HR File 028-18931

13F-HR filing

Filing date
14 Nov 2023
Reporting date
30 Sep 2023
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13F-HR File 028-18931

13F-HR filing

Filing date
10 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
02 May 2023
Reporting date
31 Mar 2023
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13F-HR File 028-18931

13F-HR filing

Filing date
06 Feb 2023
Reporting date
31 Dec 2022
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13F-HR File 028-18931

13F-HR filing

Filing date
12 Oct 2022
Reporting date
30 Sep 2022
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13F-HR File 028-18931

13F-HR filing

Filing date
13 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
13 Apr 2022
Reporting date
31 Mar 2022
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13F-HR File 028-18931

13F-HR filing

Filing date
18 Jan 2022
Reporting date
31 Dec 2021
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13F-HR File 028-18931

13F-HR filing

Filing date
27 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
06 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
03 May 2021
Reporting date
31 Mar 2021
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13F-HR File 028-18931

13F-HR filing

Filing date
01 Feb 2021
Reporting date
31 Dec 2020
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13F-HR File 028-18931

13F-HR filing

Filing date
06 Nov 2020
Reporting date
30 Sep 2020
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13F-HR File 028-18931

13F-HR filing

Filing date
31 Jul 2020
Reporting date
30 Jun 2020
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13F-HR File 028-18931

13F-HR filing

Filing date
12 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
21 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
15 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
30 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
25 Apr 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
07 Mar 2019
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
07 Mar 2019
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
07 Mar 2019
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
07 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-18931

13F-HR filing

Filing date
13 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
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About this filer

Private Wealth Group, LLC files with the SEC under CIK 0001512780. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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