Position in AS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,328
+$172 QoQ
Shares Held
187
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#308
of 349 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AS Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Jun 30, 2026Private Wealth Management Group, LLC holds $21,974 across 6 Leisure names. AS ranks #2 (28.8% of the industry book) .
All Filings in AS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,328 | 187 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,156 | 187 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,984 | 187 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,498 | 187 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,248 | 187 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,998 | 187 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,228 | 187 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,982 | 187 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||