Manager record

Prestige Wealth Management Group LLC

Flemington, NJ · CIK 1772715 · EDGAR filings ↗

The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.

This filer's filing history is below; full position parsing covers the tracked universe.

Filing record

Aug 14 2026 13F-HR · period Q2 2026

$550.84M · 1,409 positions · View original SEC filing ↗

May 13 2026 13F-HR · period Q1 2026

$509.29M · 1,407 positions · View original SEC filing ↗

Feb 20 2026 13F-HR/A · period Q2 2024

$463.10M · 1,263 positions · amendment (restatement) · View original SEC filing ↗

Feb 20 2026 13F-HR/A · period Q3 2024

$483.65M · 1,324 positions · amendment (restatement) · View original SEC filing ↗

Feb 20 2026 13F-HR/A · period Q4 2024

$481.05M · 1,334 positions · amendment (restatement) · View original SEC filing ↗

Feb 20 2026 13F-HR/A · period Q1 2025

$467.86M · 1,297 positions · amendment (restatement) · View original SEC filing ↗

Feb 20 2026 13F-HR/A · period Q2 2025

$490.73M · 1,299 positions · amendment (restatement) · View original SEC filing ↗

Feb 20 2026 13F-HR/A · period Q3 2025

$518.24M · 1,286 positions · amendment (restatement) · View original SEC filing ↗

Feb 11 2026 13F-HR · period Q4 2025

$524.10M · 1,302 positions · View original SEC filing ↗

Nov 10 2025 13F-HR · period Q3 2025

$518.24M · 1,286 positions · View original SEC filing ↗

Aug 14 2025 13F-HR · period Q2 2025

$490.73M · 1,299 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: — · latest filing Aug 14, 2026 · Change methodology

☆ Prestige Wealth Management Group LLC

Prestige Wealth Management Group LLC