DBRG β€” DIGITALBRIDGE GROUP INC

Ownership history in Private Wealth Management Group, LLC  Β·  8 quarters on record

AI Ownership Summary

Private Wealth Management Group, LLC reported DIGITALBRIDGE GROUP INC (DBRG) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows DBRG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DBRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Wealth Management Group, LLC's position in DIGITALBRIDGE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DBRG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Private Wealth Management Group, LLC held DBRG β€” position size vs. price
% of Fund (quarterly)    DBRG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 99 -8 -7.5% 0.00% $1K 2025-10-17 $12.30
2025 Q2 REDUCED 107 -148 -58.0% 0.00% $1K 2025-07-29 $10.93
2025 Q1 REDUCED 255 -61 -19.3% 0.00% $2K 2025-05-02 $9.17
2024 Q4 ADDED 316 +199 +170.1% 0.00% $4K 2025-01-27 $10.87
2024 Q3 UNCHANGED 117 β€” 0% 0.00% $2K 2024-10-29 $16.31
2024 Q2 REDUCED 117 -140 -54.5% 0.00% $2K 2024-08-13 $12.31
2024 Q1 UNCHANGED 257 β€” 0% 0.00% $5K 2024-04-30 $16.33
2023 Q4 INITIATED 257 β€” β€” 0.00% $5K 2024-02-08 $19.75

🏒 Other funds also holding DBRG

As of 2026 Q1 β€” sorted by position size

Pensionfund PDN 3Y 7Y 0.13%

FAQ About Private Wealth Management Group, LLC and DBRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Private Wealth Management Group, LLC reported owning DBRG?

Private Wealth Management Group, LLC reported DBRG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported DBRG position in Private Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for DBRG was 0.00% in 2024 Q1.

What is the latest reported DBRG position on this page?

The most recent filing on this page is 2025 Q3, when Private Wealth Management Group, LLC reported 99 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this DBRG ownership page compare?

The chart compares Private Wealth Management Group, LLC's quarterly DBRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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