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Private Advisor Group, LLC: IBTM position timeline

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

Private Advisor Group, LLC held 54,947 IBTM 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 54,947 shares
    Change vs previous 13F +5,570 shares

    0.01% of the 13F portfolio, value $1,247,027.

    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 49,377 shares
    Change vs previous 13F +1,581 shares

    0.01% of the 13F portfolio, value $1,132,234.

    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 47,796 shares
    Change vs previous 13F +10,954 shares

    0.01% of the 13F portfolio, value $1,102,905.

    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 36,842 shares
    Change vs previous 13F +14,869 shares

    <0.01% of the 13F portfolio, value $852,159.

    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 21,973 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $506,038.

    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 21,973 shares
    Change vs previous 13F +973 shares

    <0.01% of the 13F portfolio, value $502,962.

    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 21,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $466,200.

    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 21,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $493,080.

    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).