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Private Advisor Group, LLC: IWM position timeline

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

Private Advisor Group, LLC held 203,897 IWM 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 203,897 shares
    Change vs previous 13F -27,869 shares

    0.28% of the 13F portfolio, value $61,260,767.

    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 231,766 shares
    Change vs previous 13F +34,528 shares

    0.27% of the 13F portfolio, value $57,477,987.

    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 197,238 shares
    Change vs previous 13F -6,457 shares

    0.23% of the 13F portfolio, value $48,552,172.

    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 203,695 shares
    Change vs previous 13F +11,264 shares

    0.24% of the 13F portfolio, value $49,286,220.

    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 192,431 shares
    Change vs previous 13F +4,414 shares

    0.22% of the 13F portfolio, value $41,524,803.

    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 188,017 shares
    Change vs previous 13F +4,450 shares

    0.23% of the 13F portfolio, value $37,507,336.

    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 183,567 shares
    Change vs previous 13F +781 shares

    0.23% of the 13F portfolio, value $40,561,692.

    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 182,786 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $40,375,698.

    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).