Position in LIF
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,796
New position
Shares Held
44
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Private Wealth Management Group, LLC holds $1,150,752 across 59 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,227 | $274,786 | |
| 2 | CVLT |
Commvault Systems Inc
|
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 |
All Filings in LIF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,796 | 44 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||