Private Wealth Management Group, LLC
Position in PFGC — Performance Food Group Co
CIK 2011342
PRINCETON, NJ
Position in PFGC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,682
+$627 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#480
of 524 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFGC Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Private Wealth Management Group, LLC holds $73,786 across 5 Food Distribution names. PFGC ranks #3 (3.6% of the industry book) .
All Filings in PFGC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,682 | 24 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,055 | 24 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,158 | 24 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,496 | 24 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,099 | 24 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,887 | 24 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,029 | 24 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,683 | 47 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,107 | 47 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,433 | 46 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,180 | 46 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||