Private Wealth Management Group, LLC
Position in MCRI — Monarch Casino & Resort Inc
CIK 2011342
PRINCETON, NJ
Position in MCRI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,448
-$2,156 QoQ
Shares Held
49
-45.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#230
of 255 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCRI Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Private Wealth Management Group, LLC holds $14,517 across 4 Resorts & Casinos names. MCRI ranks #1 (44.4% of the industry book) .
All Filings in MCRI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,448 | 49 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,604 | 90 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,804 | 92 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,737 | 92 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,952 | 92 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,153 | 92 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,258 | 92 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,292 | 92 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,267 | 92 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||