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Private Advisor Group, LLC: EFIV position timeline

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

Private Advisor Group, LLC held 99,044 EFIV 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 99,044 shares
    Change vs previous 13F -24,737 shares

    0.03% of the 13F portfolio, value $7,223,276.

    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 123,781 shares
    Change vs previous 13F -28,007 shares

    0.04% of the 13F portfolio, value $7,808,125.

    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 151,788 shares
    Change vs previous 13F +1,071 shares

    0.05% of the 13F portfolio, value $10,040,765.

    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 150,717 shares
    Change vs previous 13F -1,157 shares

    0.05% of the 13F portfolio, value $9,584,136.

    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 151,874 shares
    Change vs previous 13F +1,642 shares

    0.05% of the 13F portfolio, value $8,892,182.

    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 150,232 shares
    Change vs previous 13F -90,948 shares

    0.05% of the 13F portfolio, value $8,037,463.

    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 241,180 shares
    Change vs previous 13F +5,815 shares

    0.08% of the 13F portfolio, value $13,621,855.

    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 235,365 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $13,123,945.

    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).