Position in KEX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,622
+$105 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#419
of 464 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Private Wealth Management Group, LLC holds $13,604 across 5 Marine Shipping names. KEX ranks #1 (34.0% of the industry book) .
All Filings in KEX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,622 | 34 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,517 | 34 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,746 | 34 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,837 | 34 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,855 | 34 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,434 | 34 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,597 | 34 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,162 | 34 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,070 | 34 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,240 | 34 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,668 | 34 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||