Private Wealth Management Group, LLC
Position in BNL — Broadstone Net Lease, Inc.
CIK 2011342
PRINCETON, NJ
Position in BNL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,511
+$756 QoQ
Shares Held
315
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#337
of 375 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNL Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Private Wealth Management Group, LLC holds $19,980 across 5 REIT - Diversified names. BNL ranks #2 (32.6% of the industry book) .
All Filings in BNL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,511 | 315 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,755 | 315 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,471 | 315 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,629 | 315 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,055 | 315 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,367 | 315 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,995 | 315 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,356 | 441 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,998 | 441 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $861 | 55 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,720 | 158 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||