Position in BRC
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,249
+$115 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BRC Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Mar 31, 2026Private Wealth Management Group, LLC holds $26,314 across 5 Security & Protection Services names. BRC ranks #4 (12.3% of the industry book) .
All Filings in BRC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,249 | 40 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,134 | 40 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,121 | 40 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,718 | 40 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,130 | 16 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,181 | 16 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,226 | 16 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,056 | 16 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $948 | 16 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $939 | 16 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||