Private Wealth Management Group’s DLH Holdings DLHC Stock Holding History

Private Wealth Management Group’s Portfolio DLHC Stock Details DLHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$67	Sell	18 -142	-89%	-$652	﹤0.01%	1493
2026 Q2	$840	Sell	160 -23	-13%	-$131	﹤0.01%	1330
2026 Q1	$1.07K	Hold	183	–	–	﹤0.01%	1242
2025 Q4	$1.03K	Hold	183	–	–	﹤0.01%	1262
2025 Q3	$1.03K	Hold	183	–	–	﹤0.01%	1275
2025 Q2	$1.07K	Buy	183 +173	+1,730%	+$782	﹤0.01%	1268
2025 Q1	$41	Buy	+10	New	+$61	﹤0.01%	1473

Other funds holding DLHC

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Private Wealth Management Group's DLHC Position: Q3 2026 in Review

Private Wealth Management Group reduced its DLH Holdings (DLHC) stake by 89% in Q3 2026, selling an estimated $652 and leaving 18 shares worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Private Wealth Management Group first reported a position in DLHC in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.07K in Q2 2025. 4 funds tracked by Wall St. Rank hold DLHC as of Q3 2026.

Private Wealth Management Group held 18 shares of DLH Holdings worth $67 as of Q3 2026.
Private Wealth Management Group sold 142 DLH Holdings shares in Q3 2026, an estimated $652.
DLH Holdings made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1493 holding.
Private Wealth Management Group first reported a position in DLH Holdings in Q1 2025 and has held it in 7 quarters since.
Private Wealth Management Group's DLH Holdings position peaked at $1.07K in Q2 2025.
4 funds tracked by Wall St. Rank held DLH Holdings as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.