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Private Advisor Group, LLC: IWP position timeline

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

Private Advisor Group, LLC held 118,781 IWP 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 118,781 shares
    Change vs previous 13F -5,090 shares

    0.08% of the 13F portfolio, value $17,390,681.

    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 123,871 shares
    Change vs previous 13F -9,845 shares

    0.07% of the 13F portfolio, value $15,870,378.

    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 133,716 shares
    Change vs previous 13F +382 shares

    0.09% of the 13F portfolio, value $18,311,115.

    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 133,334 shares
    Change vs previous 13F -646 shares

    0.09% of the 13F portfolio, value $18,988,198.

    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 133,980 shares
    Change vs previous 13F +1,696 shares

    0.1% of the 13F portfolio, value $18,580,304.

    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 132,284 shares
    Change vs previous 13F -56 shares

    0.09% of the 13F portfolio, value $15,542,007.

    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 132,340 shares
    Change vs previous 13F -4,065 shares

    0.09% of the 13F portfolio, value $16,774,154.

    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 136,405 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $15,998,991.

    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).