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Private Advisor Group, LLC: EPP position timeline

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

Private Advisor Group, LLC held 6,404 EPP 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 6,404 shares
    Change vs previous 13F +1,728 shares

    <0.01% of the 13F portfolio, value $341,094.

    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 4,676 shares
    Change vs previous 13F -31 shares

    <0.01% of the 13F portfolio, value $248,492.

    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 4,707 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $237,572.

    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 4,686 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $241,616.

    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 4,741 shares
    Change vs previous 13F -440 shares

    <0.01% of the 13F portfolio, value $234,068.

    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 5,181 shares
    Change vs previous 13F -26,028 shares

    <0.01% of the 13F portfolio, value $228,483.

    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 31,209 shares
    Change vs previous 13F +10,049 shares

    0.01% of the 13F portfolio, value $1,367,275.

    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 21,160 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,033,468.

    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).