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Private Advisor Group, LLC: IBDS position timeline

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

Private Advisor Group, LLC held 40,403 IBDS 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 40,403 shares
    Change vs previous 13F -62,217 shares

    <0.01% of the 13F portfolio, value $978,556.

    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 102,620 shares
    Change vs previous 13F +21,668 shares

    0.01% of the 13F portfolio, value $2,487,501.

    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 80,952 shares
    Change vs previous 13F +6,615 shares

    0.01% of the 13F portfolio, value $1,965,510.

    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 74,337 shares
    Change vs previous 13F +1,199 shares

    0.01% of the 13F portfolio, value $1,809,342.

    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 73,138 shares
    Change vs previous 13F +6,792 shares

    0.01% of the 13F portfolio, value $1,775,054.

    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 66,346 shares
    Change vs previous 13F +3,367 shares

    0.01% of the 13F portfolio, value $1,604,246.

    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 62,979 shares
    Change vs previous 13F +9,365 shares

    0.01% of the 13F portfolio, value $1,508,986.

    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 53,614 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,306,566.

    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).