Position in BDC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,319
+$56 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#349
of 371 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Private Wealth Management Group, LLC holds $507,492 across 13 Communication Equipment names. BDC ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
2,779 | $326,421 | |
| 2 | CIEN |
Ciena Corp
|
128 | $62,791 | |
| 3 | UI |
Ubiquiti Inc.
|
62 | $33,109 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
78 | $32,392 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
626 | $28,238 | |
| 6 | TSAT |
Telesat Corp
|
176 | $8,909 | |
| 7 | VIAV |
Viavi Solutions Inc.
|
130 | $6,207 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
11 | $2,895 |
All Filings in BDC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,319 | 11 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,263 | 11 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,282 | 11 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,322 | 11 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,273 | 11 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,606 | 26 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,702 | 24 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,288 | 11 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,031 | 11 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,018 | 11 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $849 | 11 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||