Private Advisor Group, LLC: CWI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on CWI, newest first. How the timeline and the estimate are built.
Private Advisor Group, LLC held 616,487 CWI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 616,487 sharesChange vs previous 13F +20,112 shares
0.11% of the 13F portfolio, value $25,072,531.
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).
- period ended2026-03-3113F 596,375 sharesChange vs previous 13F +14,360 shares
0.1% of the 13F portfolio, value $21,821,370.
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 582,015 sharesChange vs previous 13F +21,570 shares
0.1% of the 13F portfolio, value $20,905,982.
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 560,445 sharesChange vs previous 13F +74,851 shares
0.1% of the 13F portfolio, value $19,570,746.
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 485,594 sharesChange vs previous 13F +20,740 shares
0.09% of the 13F portfolio, value $15,859,518.
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 464,854 sharesChange vs previous 13F +72,575 shares
0.08% of the 13F portfolio, value $13,750,409.
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 392,279 sharesChange vs previous 13F +18,546 shares
0.06% of the 13F portfolio, value $10,960,291.
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 373,733 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $11,376,454.
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).