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Private Advisor Group, LLC: DFUS position timeline

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

Private Advisor Group, LLC held 612,696 DFUS 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 612,696 shares
    Change vs previous 13F +471,285 shares

    0.23% of the 13F portfolio, value $50,204,298.

    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 141,411 shares
    Change vs previous 13F -11,386 shares

    0.05% of the 13F portfolio, value $10,027,433.

    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 152,797 shares
    Change vs previous 13F +10,314 shares

    0.05% of the 13F portfolio, value $11,332,901.

    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 142,483 shares
    Change vs previous 13F -7,553 shares

    0.05% of the 13F portfolio, value $10,321,443.

    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 150,036 shares
    Change vs previous 13F -137,147 shares

    0.05% of the 13F portfolio, value $10,055,354.

    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 287,183 shares
    Change vs previous 13F -5,276 shares

    0.11% of the 13F portfolio, value $17,368,823.

    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 292,459 shares
    Change vs previous 13F -14,710 shares

    0.1% of the 13F portfolio, value $18,644,282.

    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 307,169 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $19,105,904.

    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).