Private Wealth Management Group, LLC
Position in UNFI — United Natural Foods Inc
CIK 2011342
PRINCETON, NJ
Position in UNFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,283
+$30 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#335
of 360 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNFI 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. UNFI ranks #4 (3.1% of the industry book) .
All Filings in UNFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,283 | 50 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,253 | 50 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,683 | 50 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,881 | 50 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,165 | 50 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,369 | 50 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,365 | 50 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $841 | 50 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $655 | 50 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $505 | 44 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||