Position in P
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$15,206
+$4,993 QoQ
Shares Held
193
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#704
of 804 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Private Wealth Management Group, LLC holds $235,034 across 9 Computer Hardware names. P ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
203 | $129,660 | |
| 2 | STX |
Seagate Technology Holdings plc
|
64 | $61,760 | |
| 3 | P |
Everpure, Inc.
This page
|
193 | $15,206 | |
| 4 | ANET |
Arista Networks, Inc.
|
80 | $13,590 | |
| 5 | DELL |
Dell Technologies Inc.
|
12 | $5,177 | |
| 6 | HPQ |
Hp Inc
|
173 | $3,795 | |
| 7 | SMCI |
Super Micro Computer, Inc.
|
85 | $2,493 | |
| 8 | IONQ |
IonQ, Inc.
|
43 | $2,290 |
All Filings in P
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,206 | 193 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,213 | 173 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,644 | 129 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,811 | 129 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,548 | 79 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,791 | 176 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $12,224 | 199 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,681 | 133 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,567 | 149 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,483 | 67 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,389 | 67 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||