Private Wealth Management Group, LLC

Position in HOOD — Robinhood Markets, Inc.

CIK 2011342 PRINCETON, NJ

Position in HOOD

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

Position Value

$22,663

+$7,002 QoQ

Shares Held

226

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,203

of 1,380 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $478,604 across 17 Capital Markets names. HOOD ranks #5 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	279	$282,172
2	SCHW	Schwab Charles Corp	481	$44,381
3	MS	Morgan Stanley	158	$33,028
4	SNEX	StoneX Group Inc.	296	$23,344
5	HOOD	Robinhood Markets, Inc. This page	226	$22,663
6	LPLA	LPL Financial Holdings Inc.	49	$13,802
7	EVR	Evercore Inc.	32	$10,926
8	MC	Moelis & Co	147	$9,616

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,663	226	0.0%	Shares	Sole	2026-07-27
2026-03-31	$15,661	226	0.0%	Shares	Sole	2026-04-23
2025-12-31	$25,560	226	-5.0%	Shares	Sole	2026-01-23
2025-09-30	$34,076	238	-16.5%	Shares	Sole	2025-10-17
2025-06-30	$26,684	285	-2.7%	Shares	Sole	2025-07-29
2025-03-31	$12,194	293	-4.9%	Shares	Sole	2025-05-02
2024-12-31	$11,476	308	+5.1%	Shares	Sole	2025-01-27
2024-09-30	$6,862	293	-9.3%	Shares	Sole	2024-10-29
2024-06-30	$7,335	323	+148.5%	Shares	Sole	2024-08-13
2024-03-31	$2,616	130	+188.9%	Shares	Sole	2024-04-30
2023-12-31	$573	45	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.