13F Filings History of PR Wealth Management Group

Latest 13F report
Q4 2025 - 27 Jan 2026
Location
East Moline, IL
Summary
This page shows a list of all the recent 13F filings made by PR Wealth Management Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Forum Financial Management, LP is reporting for PR Wealth Management Group.

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Forum Financial Management, LP is reporting for PR Wealth Management Group:

Name Holdings Value Location File Number
Forum Financial Management, LP $7,686,909,297 Lombard, IL 028-22291