Position in WMK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,463
+$565 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#169
of 199 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMK Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Private Wealth Management Group, LLC holds $52,857 across 6 Grocery Stores names. WMK ranks #5 (8.4% of the industry book) .
All Filings in WMK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,463 | 57 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,898 | 57 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,845 | 60 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,312 | 60 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,349 | 60 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,623 | 60 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,063 | 60 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,135 | 60 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,766 | 60 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,867 | 29 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $639 | 10 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||