Position in DLX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$955
-$146 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 243 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLX Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Private Wealth Management Group, LLC holds $54,111 across 5 Conglomerates names. DLX ranks #5 (1.8% of the industry book) .
All Filings in DLX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955 | 40 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,101 | 40 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $893 | 40 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $774 | 40 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $636 | 40 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $600 | 38 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,242 | 55 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,071 | 55 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,235 | 55 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,132 | 55 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,179 | 55 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||