Filer · Institutional
National Wealth Management Group,LLC
CIK 0001977723TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 13
Q2 202613F-HR
0001977723-26-000004 · filed 2026-07-14
226
positions
Q1 202613F-HR
0001977723-26-000002 · filed 2026-05-11
215
positions
Q4 202513F-HR
0001977723-26-000001 · filed 2026-01-12
244
positions
Q3 202513F-HR
0001977723-25-000006 · filed 2025-10-31
228
positions
Q2 202513F-HR
0001977723-25-000004 · filed 2025-09-25
158
positions
Q1 202513F-HR
0001848831-25-000007 · filed 2025-05-15
145
positions
Q4 202413F-HR
0001977723-25-000001 · filed 2025-02-12
146
positions
Q3 202413F-HR
0001730467-24-000005 · filed 2024-11-13
141
positions
Q2 202413F-HR
0001977723-24-000003 · filed 2024-08-09
130
positions
Q1 202413F-HR
0001977723-24-000002 · filed 2024-05-17
133
positions
Q4 202313F-HR
0001977723-24-000001 · filed 2024-02-01
133
positions
Q3 202313F-HR
0001977723-23-000007 · filed 2023-11-13
124
positions
Q2 202313F-HR
0001965328-23-000003 · filed 2023-08-10
127
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.