Skip to content

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

  1. period ended2026-06-30
    13F 616,487 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 596,375 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 582,015 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 560,445 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 485,594 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 464,854 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 392,279 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 373,733 shares
    Change 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), ingested

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