Back to DLX
Private Wealth Management Group, LLC → DLX
Private Wealth Management Group, LLC DLX Position History
Deluxe Corporation • Financial Services
Quarters held
4
Latest value
$919
Q3 2026
Peak value
$1K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $894 |
| Q1 2026 | $1K |
| Q2 2026 | $956 |
| Q3 2026 | $919 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $919 | 40 | — | — |
| Q2 2026 | $956 | 40 | — | — |
| Q1 2026 | $1K | 40 | — | — |
| Q4 2025 | $894 | 40 | — | — |
Other funds holding DLX
$114.4M
$113.2M
$106.6M
$100.5M
$86.8M
$79.5M
$79.4M
$76.3M