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Private Advisor Group, LLC: BUFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on BUFD, newest first. How the timeline and the estimate are built.

Private Advisor Group, LLC held 299,887 BUFD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 299,887 shares
    Change vs previous 13F +118,735 shares

    0.04% of the 13F portfolio, value $8,912,632.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 181,152 shares
    Change vs previous 13F -280,213 shares

    0.02% of the 13F portfolio, value $5,072,256.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 461,365 shares
    Change vs previous 13F +23,532 shares

    0.06% of the 13F portfolio, value $13,028,947.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 437,833 shares
    Change vs previous 13F +11,125 shares

    0.06% of the 13F portfolio, value $12,101,702.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 426,708 shares
    Change vs previous 13F +23,993 shares

    0.06% of the 13F portfolio, value $11,333,360.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 402,715 shares
    Change vs previous 13F +14,630 shares

    0.06% of the 13F portfolio, value $10,047,764.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 388,085 shares
    Change vs previous 13F -10,285 shares

    0.06% of the 13F portfolio, value $9,903,931.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 398,370 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,975,181.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).