Private Wealth Asset Management, LLC
Position in PAG — Penske Automotive Group, Inc.
CIK 1883006
OMAHA, NE
Position in PAG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,705
+$2,090 QoQ
Shares Held
71
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 387 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Private Wealth Asset Management, LLC holds $110,820 across 4 Auto & Truck Dealerships names. PAG ranks #4 (11.5% of the industry book) .
All Filings in PAG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,705 | 71 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,615 | 71 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,396 | 72 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,521 | 72 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $12,370 | 72 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,366 | 72 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||