Prestige Wealth Management Group LLC
Position in WTW — Willis Towers Watson PLC
CIK 1772715
FLEMINGTON, NJ
Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$784
-$88 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#665
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $77,221 across 6 Insurance Brokers names. WTW ranks #6 (1.0% of the industry book) .
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784 | 3 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $872 | 3 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $985 | 3 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,036 | 3 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $919 | 3 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $1,013 | 3 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $939 | 3 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $883 | 3 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $786 | 3 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $3,850 | 14 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,924 | 37 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $6,686 | 32 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $6,122 | 26 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $6,506 | 28 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $8,804 | 36 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,836 | 39 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,513 | 33 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $9,212 | 39 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $5,937 | 25 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $5,811 | 25 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $5,750 | 25 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $5,722 | 25 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,267 | 25 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $19,837 | 95 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $10,832 | 55 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,059 | 71 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||