Private Wealth Management Group, LLC

Position in CVLT — Commvault Systems Inc

CIK 2011342 PRINCETON, NJ

Position in CVLT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$206,784

+$204,292 QoQ

Shares Held

1,459

+4459.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#310

of 427 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $1,150,752 across 59 Software - Application names. CVLT ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	1,227	$274,786
2	CVLT	Commvault Systems Inc This page	1,459	$206,784
3	ADSK	Autodesk, Inc.	498	$96,821
4	LYFT	Lyft, Inc.	4,000	$58,440
5	CRM	Salesforce, Inc.	348	$54,517
6	ADBE	Adobe Inc.	263	$53,920
7	SHOP	Shopify Inc.	407	$46,471
8	PAYX	Paychex Inc	268	$26,352

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,784	1,459	+4459.4%	Shares	Sole	2026-07-27
2026-03-31	$2,492	32	-46.7%	Shares	Sole	2026-04-23
2025-12-31	$7,521	60	+27.7%	Shares	Sole	2026-01-23
2025-09-30	$8,872	47	0.0%	Shares	Sole	2025-10-17
2025-06-30	$8,193	47	0.0%	Shares	Sole	2025-07-29
2025-03-31	$7,414	47	0.0%	Shares	Sole	2025-05-02
2024-12-31	$7,092	47	+34.3%	Shares	Sole	2025-01-27
2024-09-30	$5,384	35	0.0%	Shares	Sole	2024-10-29
2024-06-30	$4,254	35	0.0%	Shares	Sole	2024-08-13
2024-03-31	$3,550	35	0.0%	Shares	Sole	2024-04-30
2023-12-31	$2,794	35	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.