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Private Advisor Group, LLC: IBHG position timeline

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

Private Advisor Group, LLC held 99,809 IBHG 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 99,809 shares
    Change vs previous 13F +65,320 shares

    0.01% of the 13F portfolio, value $2,203,769.

    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 34,489 shares
    Change vs previous 13F +2,302 shares

    <0.01% of the 13F portfolio, value $763,243.

    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 32,187 shares
    Change vs previous 13F +10,528 shares

    <0.01% of the 13F portfolio, value $718,416.

    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 21,659 shares
    Change vs previous 13F +2,486 shares

    <0.01% of the 13F portfolio, value $487,109.

    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 19,173 shares
    Change vs previous 13F +5,356 shares

    <0.01% of the 13F portfolio, value $432,159.

    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 13,817 shares
    Change vs previous 13F +3,234 shares

    <0.01% of the 13F portfolio, value $308,467.

    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 10,583 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $235,366.

    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).