Private Advisor Group, LLC: IHE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on IHE, newest first. How the timeline and the estimate are built.
Private Advisor Group, LLC held 6,077 IHE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 6,077 sharesChange vs previous 13F +2,547 shares
<0.01% of the 13F portfolio, value $601,683.
13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,530 sharesChange vs previous 13F -136 shares
<0.01% of the 13F portfolio, value $305,989.
13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,666 sharesChange vs previous 13F +110 shares
<0.01% of the 13F portfolio, value $311,005.
13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,556 sharesChange vs previous 13F -754 shares
<0.01% of the 13F portfolio, value $258,056.
13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,310 sharesChange vs previous 13F -344 shares
<0.01% of the 13F portfolio, value $282,497.
13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,654 sharesChange vs previous 13F -99 shares
<0.01% of the 13F portfolio, value $328,397.
13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,753 sharesChange vs previous 13F -1,455 shares
<0.01% of the 13F portfolio, value $312,373.
13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,208 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $438,319.
13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).