Private Advisor Group, LLC: CPZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on CPZ, newest first. How the timeline and the estimate are built.
Private Advisor Group, LLC held 0 CPZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -62,150 shares
13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 62,150 sharesChange vs previous 13F +1,500 shares
<0.01% of the 13F portfolio, value $843,376.
13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 60,650 sharesChange vs previous 13F -500 shares
<0.01% of the 13F portfolio, value $886,703.
13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 61,150 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $988,184.
13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 61,150 sharesChange vs previous 13F +1,200 shares
0.01% of the 13F portfolio, value $992,465.
13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 59,950 sharesChange vs previous 13F +900 shares
0.01% of the 13F portfolio, value $932,822.
13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 59,050 sharesChange vs previous 13F +4,300 shares
<0.01% of the 13F portfolio, value $875,712.
13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 54,750 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $858,918.
13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).