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Private Wealth Management Group, LLC

Position in IT — Gartner Inc

CIK 2011342 PRINCETON, NJ

Position in IT

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$648
+$15 QoQ
Shares Held
5
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#615
of 647 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IT Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $677,113 across 19 Information Technology Services names. IT ranks #16 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in IT

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $648 5
2026-03-31 $633 4
2025-12-31 $15,641 62
2025-09-30 $8,937 34
2025-06-30 $16,977 42
2025-03-31 $16,369 39
2024-12-31 $20,832 43
2024-09-30 $21,790 43
2024-06-30 $19,309 43
2024-03-31 $20,496 43
2023-12-31 $19,397 43