Private Wealth Management Group, LLC

Position in OLLI — Ollie's Bargain Outlet Holdings, Inc.

CIK 2011342 PRINCETON, NJ

Position in OLLI

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

Position Value

$1,076

-$212 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#410

of 452 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $588,216 across 7 Discount Stores names. OLLI ranks #7 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	2,225	$252,003
2	COST	Costco Wholesale Corp /New	236	$220,770
3	DG	Dollar General Corp	673	$77,469
4	DLTR	Dollar Tree, Inc.	206	$24,915
5	BJ	BJ's Wholesale Club Holdings, Inc.	76	$6,628
6	TGT	Target Corp	41	$5,355
7	OLLI	Ollie's Bargain Outlet Holdings, Inc. This page	14	$1,076

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,076	14	0.0%	Shares	Sole	2026-07-27
2026-03-31	$1,288	14	0.0%	Shares	Sole	2026-04-23
2025-12-31	$1,534	14	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,797	14	0.0%	Shares	Sole	2025-10-17
2025-06-30	$1,844	14	0.0%	Shares	Sole	2025-07-29
2025-03-31	$1,629	14	0.0%	Shares	Sole	2025-05-02
2024-12-31	$1,536	14	0.0%	Shares	Sole	2025-01-27
2024-09-30	$1,360	14	-57.6%	Shares	Sole	2024-10-29
2024-06-30	$3,239	33	+135.7%	Shares	Sole	2024-08-13
2024-03-31	$1,113	14	0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,062	14	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.