Position in WK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,548
+$5,952 QoQ
Shares Held
135
+1250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#257
of 301 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Private Wealth Management Group, LLC holds $1,150,752 across 59 Software - Application names. WK ranks #27 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,227 | $274,786 | |
| 2 | CVLT |
Commvault Systems Inc
|
1,459 | $206,784 | |
| 3 | ADSK |
Autodesk, Inc.
|
498 | $96,821 | |
| 4 | LYFT |
Lyft, Inc.
|
4,000 | $58,440 | |
| 5 | CRM |
Salesforce, Inc.
|
348 | $54,517 | |
| 6 | ADBE |
Adobe Inc.
|
263 | $53,920 | |
| 7 | SHOP |
Shopify Inc.
|
407 | $46,471 | |
| 8 | PAYX |
Paychex Inc
|
268 | $26,352 |
All Filings in WK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,548 | 135 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $596 | 10 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,983 | 23 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,979 | 23 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,574 | 23 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $910 | 12 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,314 | 12 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $949 | 12 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $875 | 12 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,444 | 76 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,716 | 76 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||