Position in UPWK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,245
-$388 QoQ
Shares Held
149
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#266
of 292 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPWK Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Private Wealth Management Group, LLC holds $2,195,770 across 11 Internet Content & Information names. UPWK ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
4,389 | $1,568,496 | |
| 2 | META |
Meta Platforms, Inc.
|
1,041 | $586,384 | |
| 3 | BIDU |
Baidu, Inc.
|
200 | $22,858 | |
| 4 | PINS |
Pinterest, Inc.
|
429 | $9,021 | |
| 5 | MTCH |
Match Group, Inc.
|
83 | $3,158 | |
| 6 | ZG |
Zillow Group, Inc.
|
64 | $2,007 | |
| 7 | PPLI |
People Inc
|
39 | $1,800 | |
| 8 | UPWK |
Upwork, Inc
This page
|
149 | $1,245 |
All Filings in UPWK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,245 | 149 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,633 | 149 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,131 | 158 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,934 | 158 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,123 | 158 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,061 | 158 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,583 | 158 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,651 | 158 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,698 | 158 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,937 | 158 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,349 | 158 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||