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Private Advisor Group, LLC: IBHF position timeline

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

Private Advisor Group, LLC held 129,436 IBHF 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 129,436 shares
    Change vs previous 13F -556,123 shares

    0.01% of the 13F portfolio, value $2,931,725.

    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 685,559 shares
    Change vs previous 13F -630,973 shares

    0.07% of the 13F portfolio, value $15,733,571.

    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 1,316,532 shares
    Change vs previous 13F +120,225 shares

    0.14% of the 13F portfolio, value $30,385,545.

    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 1,196,307 shares
    Change vs previous 13F +79,208 shares

    0.14% of the 13F portfolio, value $27,981,638.

    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 1,117,099 shares
    Change vs previous 13F +96,932 shares

    0.14% of the 13F portfolio, value $25,950,218.

    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 1,020,167 shares
    Change vs previous 13F +115,317 shares

    0.14% of the 13F portfolio, value $23,688,275.

    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 904,850 shares
    Change vs previous 13F +638,000 shares

    0.12% of the 13F portfolio, value $20,947,273.

    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 266,850 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,246,947.

    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).